Greenville, NC Team

Everyone’s economic and life situation is unique, and I keep that in mind when providing financial advice. I believe that personalized service is essential when matching clients with the right financial products and services. As a LPL Financial Advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial plan focused on your specific needs.

I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial plan must reflect your personal or business situation, and I'll work to highlight the financial products that best fit your goals. Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have, contact me today.

A few facts you should know: I am a family man with a wonderful wife and 4 awesome children. I’ve been truly blessed in that arena and I make a conscious effort to thank God for them all every single day!

I'm passionate about understanding what you are trying to accomplish in your financial life and tailoring your investment strategy to try to give the highest probability of success in achieving those goals. Goals are essentially dreams with deadlines. My job is to distill them down to raw numbers and implement specific, actionable, and measurable strategies to move you confidently in the direction of your dreams.

I'm also passionate about freedom. It's been said that freedom is the oxygen of the soul. I strongly believe that while money cannot buy happiness, when combined with a life of hard work, responsibility, frugality, savings, and careful management, it can ultimately buy freedom.

If this approach resonates with you, I extend an open invitation to come in for a cup of coffee and a second opinion on your current investment strategy. I'll ask you to briefly outline your goals and what you want your investment portfolio to do for you. We'll then review it together. If we find it is well aligned with your long-term goals you can proceed on your way with confidence from a second opinion. If not, in plain English I'll explain why and if you want, recommend some alternatives.

Either way, I'll buy the coffee!