Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
I was born in Charlotte, NC but grew up in Hickory where I live today with my son, Charlie. I graduated from Appalachian State University in 1995. In addition to helping my clients, I am committed to helping my community. I currently serve on the Board of Trustees for the Hickory Museum of Art. As well, I volunteer my time as a coach for youth sports. Away from the office, I also enjoy the arts, travel, golf, and time with my family.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies