With my experience, training and knowledge of financial products and services, my clients receive the financial guidance they deserve, designed to help them realize their financial goals.
Mobile: (704) 460-1075As a financial professional with Equitable Advisors, and member of the Lake Norman community. I am dedicated to helping individuals and businesses build their financial futures.
To stay on top of my field and develop my professional skills over my 23 year career. I've regularly attended industry training and certification programs. This includes passing the exams for the FINRA Securities Registration: Series 6 and Series 63. Also, I earned a Bachelor of Arts degree in Communications from Wingate University.
My education, experience and community affiliations have fostered my practical approach to offering financial products and services to my clients. Rather than just recommending a combination of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you address your goals. Then, if it is suitable, I can recommend the appropriate products and services to help you execute your strategy.
Maintaining a strong sense of community is very important to me. I am affiliated with the following organizations:
My wife, Cindy, and I live in Denver, North Carolina . Thanks for visiting.