Using my experience in the financial services marketplace, I am investing back into my own community to help my friends, neighbors and fellow businesses achieve their financial goals through my own Edward Jones practice.
I have over 25 years of extensive, hands-on leadership skills grown within the investment industry and credit union movement. These skills include team building and direction, mentoring, strategic planning and implementation, orchestrating progressive change, making opportunities out of challenges and championing these industries with passion at every level.
I focused on creating environments where goals for client service satisfaction are met and expectations exceeded. This allows me to help ensure that the relationship is at its full potential to improve the overall financial lives of my clients.
I have had the privilege to affect hundreds of thousands of families through cooperative philanthropy and working with clients and members one-on-one on the local, regional and multistate level. Skilled at establishing and implementing a strategic vision in a continuously changing environment, I help to deliver results and improve operational performance.
My Personal Interests
Office Address1626 W Innes St
Salisbury, NC 28144
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
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