My Qualifications My clients choose to work with me because of my knowledge, integrity, and commitment to helping people make good financial decisions.What this means to you is that in a world where we're overwhelmed by information, I am here to help you make sense of it all.The real benefit to you is that I can help take you from a position of uncertainty to a feeling of clarity and confidence in knowing what you are doing, why you are doing it, and how it can help you in the future. Professional Qualifications CERTIFIED FINANCIAL PLANNER™ Practioner- Click to view CFP® CertificateMaster of Science Degree in Personal Financial Planning, College of Financial PlanningFINRA Series 63 Securities LicenseFINRA Series 65 Securities LicenseFINRA Series 7 Securities LicenseLife/Health Insurance License Personal Qualifications Board of the Triangle Chapter of the Financial Planning Association (FPA), PastChairmanRotary Club of Raleigh, Past PresidentRotary Club of Cary, SecretaryWake Tech Foundation Board, MemberAdult Care Home Community Advisory Committee, Guardian ad LitemHe and his wife, Sandra, spend the majority of their time with their children, Rich and Meredith, and two granddaughters, Carlee and Ava One of our primary goals is to develop a long-term, trusting relationship with you. Events on Wall Street Can successful investors predict changes in the markets? Some can but others miss the market’s signals. What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability. Have a Question? Name Email Phone Question Thank you! Oops!