My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

Spending time with my family is very important. I find joy in coaching my son's baseball and soccer teams throughout the year. I also like to spend free time visiting my old university, East Carolina, to cheer on their baseball, basketball and football teams.

Community Participation

15 years locally coaching of sports

  • Pitt County Pirate Club Board
  • Member of the Pitt County Chamber of Commerce
9
Years of Experience ?

Client Satisfaction 4.8 out of 5 rating based on 6 reviews 96.00

Areas of Focus

  • Family Finances
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Investments
  • Insurance
  • Retirement Planning Strategies

Education

  • Bachelor of Science Degree in Business with a major in Finance, East Carolina University

Files for Download

My Videos(3 videos)

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