I grew up in North Carolina, and landed my “first job” when I was 15 years old. In January of the following year, my parents handed me a 1040EZ form and had me fill it out on my own. This helped me to understand the importance of managing my finances.
In 1995, I started working in the retirement division for First Union, which is now part of Wells Fargo & Co. As part of the Calhoun, Proud and Shields Wealth Management Group of Wells Fargo Advisors, I have the privilege of helping clients plan for the goals that are important in their lives. This includes helping them plan for their retirement, managing investment assets, and planning for generational wealth transfers.
When I talk with people about what is important to them, it is always something other than money that tops the list. As a financial advisor and CERTIFIED FINANCIAL PLANNERTM, my goal is help them build, preserve and transition their wealth so they can spend their time doing the things they enjoy and taking care of the ones they love. The financial world is continually changing and I'm passionate about helping people face these challenges.
I currently live in Charlotte with my wife and two boys. In our spare time, we enjoy hiking, biking, or attending an event.
CA Insurance License Number 0G18722. Resident State NC