Professional Highlights & Focus:
- Taught financial planning courses at Queens University and Wingate University
- Serving high-net-worth individuals, families, and business owners
- Specializing in insurance and risk management, planning for retirement, and business succession planning
- Focusing on portfolio management and risk management
- Named a Five Star Wealth Manager in Charlotte Magazine in 2009, 2011, 2012, and 2020.
2009, 2011-2012, 2020 Five Star Wealth Manager Award, created by Five Star Professional. The 2020 award was presented in August 2020 based on data gathered within 12 months preceding the issue date. 1488 advisors were considered, 103 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.
Taught Financial Planning Courses at:
- Queens University of Charlotte
- Wingate University
Membership:
- Financial Services Institute
- Union County Chamber of Commerce
Giving Back:
- Rotary International:
- Union County Breakfast Rotary Club, 2000–Present
- President, 2003 and 2011
- "Rotarian of the Year," 2004
- Anson County Flying Club Secretary, 2011