Our Work
My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long term.

Our Clients
We serve a diverse range of clients across nine states. We partner with individuals, families and business owners. Whether you are an individual or business owner, I can assist you in creating and implementing strategies that can help you with what's important to you and your financial goals.

Professional Designations
AAMS™ designation - Achieving this designation required in-depth study in the following areas: Investment strategies, risk, return, and investment performance, asset allocation and selection, tax-sensitive investment strategies, investing for retirement, executive compensation and other benefit plans, insurance products, estate considerations and regulatory issues for advisors.

About Me
I was born and raised in Greensboro, NC, but I've called Wake Forest home for over five years. In the community, I am active and serve at The Summit Church. Also, I serve in various roles where I am a board member of Grace Ministries, on the board of directors for the Franklin County Chamber of Commerce and a board member of my Homeowners Association. Our branch office is active with the Alzheimer's Association and Toys for Tots.

When not at the office, I am blessed by the time I spend with my friends, family and my dog, Stone. My hobbies include cycling, going on hikes, fishing, relaxing at the beach and playing a round of golf when time allows.

Call or email us today at (919) 263-9437 or [email protected].

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Pets
  • Cycling
  • Community Outreach
  • Football
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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