Investing  
in the Future

Empowering Your Financial Future with Experience and Dedication

I believe that financial guidance is more than just numbers – it's about working toward your dreams and preparing for a meaningful life. With over 25 years of investment experience, I am dedicated to being your partner in every step of your financial journey.

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My Commitment to You

Delivering financial advice and counsel is both a privilege and a responsibility that I hold in the highest regard. I approach every client relationship with the utmost care, ensuring that your unique goals and aspirations are at the heart of my strategies.
 

A Client-Centric Approach

My process begins with active listening and a meticulous discovery process, placing you firmly at the center of our partnership. I understand that your financial journey is personal, and my tailored approach reflects that understanding.

Unlocking the Power of Investments

As an advisor affiliated with LPL Financial, I have access to an extensive range of resources. But to me, investments are more than mere assets – they are tools that can help you realize your ambitions and build the life you envision.

A Legacy of Experience 

With a career spanning back to 1999, I have guided my clients through various market cycles. From my roots at Legg Mason Wood Walker, Inc. to my present home in Greensboro, NC, my commitment to your financial well-being has only grown stronger.

Dedicated to Your Retirement Income Planning

In 2022, I achieved the esteemed Retirement Income Certified Professional® (RICP®) designation from the American College of Financial Services. This signifies my dedication to specialized knowledge in retirement income planning, helping ensure your post-retirement years are as confident as your active ones. Additionally, I have earned the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors, reflecting my commitment to managing retirement plans with the highest level of expertise and integrity.

Specialized Support for Special Needs

I have earned the Chartered Special Needs Consultant (ChSNC®) designation from The American College of Financial Services. This designation represents my commitment to providing specialized financial planning for individuals with special needs, their families, and caregivers. It equips me with the advanced skills and knowledge necessary to navigate government benefits, create tailored financial plans, and offer unwavering support. This includes tax planning, SSI, education, employment, special needs trusts*, life insurance options, estate planning, and managing the complexities of Medicaid and long-term care costs.​

*LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial. 

Beyond Finances, Within the Community

My involvement extends beyond the office. I am proud to support organizations such as the Autism Society of North Carolina, Hope is Alive, Seashore Soccer League, East Carteret Wrestling, and Board Member at the Lionheart Academy of the Triad. I cherish my roles as husband, parent, and community member, finding inspiration in the lives I touch.

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Embark on Your Financial Journey Today

Your aspirations are the compass guiding my strategies. Let me help you work toward your dreams. Contact me today to embark on a path towards financial fulfillment.