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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16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Education

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

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

15 years locally coaching of sports

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.

My photos

1 albums
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