Broker Check

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
    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

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

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Have a Question?

Name
Email
Phone
Question
Thank you! Oops!