Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Estate Planning, Risk Management Strategies, Business Succession Planning, College Funding Strategies, Charitable Giving
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.
I have been working in the financial services industry helping businesses and families since 1995.
As a longtime resident of the Raleigh, Durham, Chapel Hill Triangle, I’ve had the honor to serve the community in many ways.
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4000 Westchase Boulevard Suite 400
Raleigh, NC 27607