Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • BSCE Virginia Tech
  • MSM North Carolina State University

Community participation

  • Rotarian with the West Raleigh Rotary Club
  • Active in youth baseball by volunteering with Garner Baseball Inc.

Interests

I married my college sweetheart, Lisa, and have two sons, Joseph, 22, and Noah, 19, and our dog, Loki. I’m from the Hudson Valley area , but I’ve lived in Raleigh since 1990. My passions are my family, music, sharing good food with friends, coaching youth baseball . My sports teams: The Hokies, WolfPack, and Carolina Hurricanes. I enjoy music, reading, attending college athletic events, working in my yard, and cooking. Why I do what I do: I enjoy helping others and there is no better feeling of satisfaction and fulfillment than when a client thanks you for getting them to their personal finish line.