I am a preacher's kid. I claim Swansboro, N.C. as my home. I attended Pfeiffer College and NCSU. I began first career at UPS in 1979 and remained there until leaving UPS in 2000 as a manager. I began building my practice with Edward Jones in 2000. Now, I live and manage my financial services business in Greensboro. I have a wife and son that are also in the business with Edward Jones. I spend my days helping clients define and obtain their goals for life or retirement. We dig deep enough to find out what is most important to them. I want each of them to be able to experience the life that is part of their dream.
My peaceful place has to be around the water. I am just as happy at the coast fishing with my son as I am on the lake chilling on the pontoon. My happy place is scuba diving in the clear blue water of the Caribbean. Diving is where I find my Zen.
My clients are people that work hard and play hard with the same enthusiasm. You have to have a plan to attain your Zen.
I would like to meet you to find out the most important parts of your life. We use an established process to help determine where, when, and how to make your goals. Our partnership should last for a lifetime.
- Wealth Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Divorce Finances
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Scuba Diving
- Sports Enthusiast