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. Contact me to discuss your financial future.
When not working with clients, I enjoy golf, cycling, fitness training, and traveling with family and friends. I graduated with a Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill where I was a member of the Sigma Phi Epsilon fraternity. I am a lifetime member of Amity Presbyterian Church in Charlotte, NC. I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). 6000 Fairview Road, Suite 400, Charlotte, NC 28210.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies