Introduction
As a Financial Advisor located in Morganton, NC, I assist in providing value-added services to investors— always striving to build long-term relationships based on mutual trust and respect. My goal is not to focus solely on your investments, but to build a financial strategy that focuses on you and your families' goals.
Mission
I seek to understand what is most important to my clients then translate those opportunities, goals, and concerns into an investment plan designed to meet their individual needs.
Process
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. A well-designed investment plan can be the key to building an informed relationship with you. Using industry leading research, I analyze your current financial situation to align a personalized investment strategy tailored to your long-term goals. Your strategy will be reviewed annually and adjusted as needed.
Services
- Investment & Retirement Planning
- Wealth Management
- Liability Management
- Insurance & Long-Term Care
- Advisory Services
- Educational Planning
- Estate Planning Strategies
- Alternative Investments
Background & Experience
I joined the financial industry in 2001 with J.J. Wachovia, a predecessor firm of Wells Fargo Advisors. I hold a Bachelor of Science in Business Administration & Management from Gardner-Webb University and have obtained the Chartered Retirement Planning Counselor SM or CRPC® and Accredited Wealth Management Advisor SM or AWMA® from the College Of Financial Planning.
Away from the Office
A native of Morganton, NC, I spend my free time with my wife, Leslie, a Registered Nurse, and our daughter, Kaiden. We enjoy staying active outdoors and spending time with friends and family. An advocate of the community, I serve on the Board of Directors of the Blue Ridge Healthcare Foundation and past Board of Directors for Burke County United Way.
