Focus: Insurance Strategies, Business Owners, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning, LGBTQ, Group Benefits, Retirement Strategies
Preparing for the next step in life isn’t always easy. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
Charleston Southern University (2007-2012)
Capella University (2015-2017)
Charleston County First Steps Board Member
40 Calhoun St Suite 310
Charleston, SC 29401