Qualifications & Process


  • Over 30 years experience in financial services
  • FINRA Series 7 & 66 securities registration
  • NC State Licensed in Life, Health, Variable Annuities and Long-Term Care Insurance
  • With Principal since 2009

Personalized Process

  • One of the important benefits of working with us is our commitment to provide clear, easily understood explanations of financial products and services. 
  • Each client receives personalized strategies designed to meet their goals.  Services range from individual investment accounts to full financial plans.

We’re looking forward to using our experience to help you pursue your financial goals.