CFS®, CRPC™Request an appointment
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
Charlotte - Perimeter Woods (Appt Only)
10130 Perimeter Parkway
Charlotte, NC 28216
Working with us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.