As a Financial Advisor, I help individuals and families in building,maintaining, and protecting their wealth. I also help small business owners by developing cost-effective plans for employee benefits and retirement. Before making recommendations, we look carefully at where you are today, your goals for investments, your risks, tax strategies, retirement and estate planning.
Every client has unique circumstances, and their financial plan should incorporate their values as well as their goals. I am passionate in helping people gain financial confidence.
Retirement Planning Strategies
Estate Growth and Conservation Strategies*
Life Insurance, Disability Insurance and Long-Term Care Protection
College Funding Strategies
Business Owner Financial Strategies
Company Group Benefit Plans
FINRA Series 7and 66 Licensed
Life Ins./Health Ins./Disability Ins./Variable Annuity Licensed
Insurance and Financial Services Professional since 2004
Graduate of Penn State University as well as Gardner-Webb University
One daughter, Courtney, and Razzie, a Yorkie
Resides in Durham, NC