Website: www.capfscharlotte.com
Professional Personal Services:
· Financial Needs Analysis
· Financial Planning
· Professional Investment and Asset Management
· Income Replacement Solutions
· Life Insurance Solutions
· Long Term Care Solutions
· Estate Conservation Strategies
Professional Business Services:
· Buy / Sell Agreements Funding
· Executive Compensation Plans
· Deferred Compensation Plans
· Key Man Insurance
· Business Continuation Insurance
Professional Qualification:
FINRA Series 6, 63, 65 Securities Licenses
(CFP®) CERTIFIED FINANCIAL PLANNER™
(ChFC®) Chartered Financial Consultant
(AIF®) Accredited Investment Fiduciary
(CLTC) Certified in Long Term Care
Qualifier (ACE) Achieving Client Excellence - Signator Investors1
National Association of Insurance and Financial Advisors, Member
Certified in Long Term Care, 2005
Million Dollar Round Table Qualifier (2008, 2010-2018)2
Life/Health Insurance License
Long Term Care Insurance License
Personal:
· Resides in Waxhaw, NC with wife, Kristina and children Alex and Addison
· Graduate of UNCW with B.S. in Business Marketing
· Four Year All Conference Member of UNCW Track Team
· Member of Capital City Club, Young Executives
· Triangle Society Member
· Raised in Jacksonville, NC
1The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered.
2Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Website: www.capfscharlotte.com