Focus: Insurance Strategies, Business Owners, LGBTQ, Group Benefits, Business Succession Planning, Financial Education, College Funding Strategies, Charitable Giving, Retirement Income Planning
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
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.
University of South Carolina 1897-1991
Capella University 2010-2012
Relay for Life
250 Berryhill Road Suite 100
Columbia, SC 29210