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.

• CERTIFIED FINANCIAL PLANNER™ Practioner- Click to view CFP® Certificate
  
• Master of Science Degree in Personal Financial Planning, College of Financial Planning
  
• FINRA Series 63 Securities License
  
• FINRA Series 65 Securities License
  
• FINRA Series 7 Securities License
  
• Life/Health Insurance License
  

• Board of the Triangle Chapter of the Financial Planning Association (FPA), Past
  Chairman
• Rotary Club of Raleigh, Past President
• Rotary Club of Cary, Secretary
• Wake Tech Foundation Board, Member
• Adult Care Home Community Advisory Committee, Guardian ad Litem
• He and his wife, Sandra, spend the majority of their time with their children, Rich and Meredith, and two granddaughters, Carlee and Ava