Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of North Carolina-Charlotte, Bachelor of Science, Economics, 1989

Interests

My wife, daughter and I are dog lovers. We've raised several liters of puppies and currently share our house with two brothers who are predominately yellow labs adopted from the Humane Society. I am an avid road bicyclists, participating in many organized charity rides. I volunteer with the "Helping Hands" program at our church to help disabled and elderly church members with home repairs. In addition I enjoy classic cars and am currently working on restoring a 1969 Dodge Power Wagon pickup truck. We enjoy snow skiing and occasionally white water rafting.

Community participation

    - Volunteer with the "Helping Hands" program to help disabled and elderly church members with home repairs