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
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