Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2023

Previous experience

  • AIG RETIREMENT ADVISORS, INC., 2004-2008
  • PRINCOR FINANCIAL SERVICES CORPORATION, 2007-2011
  • WELLS FARGO, 2011-2019

Community participation

    • Many years of providing financial support and volunteering as a head coach for local youth basketball and baseball teams. Most recently coached for WCBA (basketball) and i9 Football.
    • Treasurer of the Raleigh Downtown Lions Club
    • Co-Chair of the sponsorship committee of the Millbrook High School athletic Wildcat Club
    • Past President of the Stormtrackers Club, an organization designed to support and help grow the fanbase of the Carolina Hurricanes Hockey Team.

Interests

Fan and supporter of the Carolina Hurricanes. Enjoyer of red wine and travel. Aspiring pilot.