Here to act in your best interests
I’ve been a financial planner since 2010, focusing on the specific financial goals of my clients and developing long-term solutions tailored to each of their unique situations. In my spare time, I’m all about enjoying family time and pursuing my hobbies of swimming, rounds of golf, reading and playing my favorite sport, rugby.
Certified Fund Specialist®
Chartered Retirement Planning Counselor™
Bachelor of Arts, University of Scranton
Visit one of our Locations
13860 Ballantyne Corporate Place
Charlotte, NC 28277