Professional Highlights & Focus:
- CERTIFIED FINANCIAL PLANNER® practitioner
- Chartered Financial Consultant® (ChFC®) designation
- Taught financial planning courses at UNC Charlotte, Queens University, and Wingate University
- Serving high-net-worth individuals, families, and business owners
- Specializing in multi-generational planning, planning for retirement, and comprehensive financial planning
- Focusing on quality of life in retirement, multi-generational planning, living a life of significance, and portfolio management
Professional Credentials:
- CERTIFIED FINANCIAL PLANNER® practitioner
- Chartered Financial Consultant® (ChFC®) designation
Most Recent Recognition & Awards:
- Named a Five Star Wealth Manager in Charlotte Magazine 2012 through 2025.
2012-2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award was presented in August 2025 based on data gathered within 12 months preceding the issue date. 2028 advisors were considered, 93 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Memberships:
- Financial Planning Association
- Financial Services Institute
- Union County Chamber of Commerce
- Board of Directors 2007–2014
- Board Chair 2012
Taught Financial Planning Courses at:
- Wingate University
- UNC Charlotte
- Queens University of Charlotte
Giving Back:
- USA Swimming:
- USA Swimming Meet Official
- North Carolina Officials Committee 2013–Present
- NCAA Meet Official
- NCHSAA Meet Official
- Christ the King Catholic High School Swimming:
- Head Coach, Men’s & Women’s Swimming, 2013–2020
- NC State Champions, Men's Team, 2016 and 2018
- NC State Champions, Women's Team, 2017 and 2018