My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Financial Planning for Small Business
  • Consulting on potential benefits and risks of IRA rollovers
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

  • BS BA, Business Marketing, East Carolina University

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2025
  • Ameriprise Ultimate Digital Excellence Award, 2024

Previous experience

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

    • ECU Foundation Board Member
    • Past President of the Raleigh Downtown Lions Club
    • Past President of the Stormtrackers Club, an organization designed to support and help grow the fanbase of the Carolina Hurricanes Hockey Team.
    • Past Co-Chair of the sponsorship committee of the Millbrook High School athletic Wildcat Club

Interests

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

My photos

3 albums
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