

Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Women Investors
- Divorce Finances
- Healthcare Professionals
- Estate & Legacy Strategies
Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Women Investors
- Divorce Finances
- Healthcare Professionals
- Estate & Legacy Strategies
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Spending Time with Family
- Volunteering
- Swimming
- Reading
- Traveling
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 04:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(864) 592-1193Fax
(855) 487-9142Office Address
7106 Highway 9Inman, SC 29349opens in a new window
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