Advisor profile


My approach

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Insurance
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

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