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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® 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

Personal Qualifications

  • Board of the Triangle Chapter of the Financial Planning Association (FPA), Past
  • 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

One of our primary goals is to develop a long-term, trusting relationship with you.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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