About My Practice
I specialize in analyzing behavioral traits, determining needs presented by those traits and matching up the appropriate financial service that the client needs. Whether it be financial planning for couples (getting couples to communicate about finances via an interest-based model), investment management (utilizing the latest behavioral finance theories, combined with tested macroeconomic theories) or divorce planning (helping keep the marital estate as intact as possible through the trauma of divorce).
I have been in the financial services since 2005 and have worked at a large brokerage. Since 2008, I have owned and operated WolfBridge Financial Corporation, a Registered Investment Advisor firm in North Carolina. I have experience in investments, financial planning for couples, military financial planning and extensive experience in divorce planning.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Certified Divorce Financial Analyst (TM)
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