About My Practice
Having practiced as a CPA for 10 years and with extensive experience in the financial services industry for over 25 years, our mission is to help clients live the one life they have, in the best way possible, without undue financial sacrifice or overexposure to risk. We want to understand a client's values, priorities, and personal as well as financial goals, so we can assist them with life's challenges both financial and otherwise.
Nominated to Barron's Winner's Circle Top 100 Financial Advisors in NC and rated one of the top financial advisors in Charlotte NC by Five Star Professional. Listed in National Register's Who's Who in Business Executives and Professionals.
Barron's Winner's Circle Top 100 Financial Advisors Criteria was based on more than 7,000 filtered nominations from over 80 investment, insurance, banking and other related firms, which were narrowed down by quantitative qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: NC, SC, Health/disability insurance: NC, SC, Fixed annuities: NC, SC, Variable annuities: NC, SC
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
- Other - Senior Vice President / Investment Officer
Wells Fargo Advisors
Considerations: Advisory programs may not be appropriate for all clients.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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