I’m a senior vice president and financial advisor with The Cape Fear Group of Raymond James, serving the financial needs of families and business owners for more than 20 years.
I work diligently to help you develop both your personal financial plan and a detailed investment strategy. My planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
Prior to joining The Cape Fear Group of Raymond James in 2021, I worked for BB&T Wealth for 20+ years.
Education
Bachelor of Science in Business Administration
University of North Carolina at Wilmington
Personal Interests
Away from the office, my family and I enjoy an active lifestyle which includes being on the water and youth sports along with quality time with friends and family.