I’m a financial advisor with The Cape Fear Group, offering clients more than nine years of experience in financial services, retirement planning and investment management. I specialize in investment analysis and portfolio construction for the team. I’m a Certified Financial Planner™ (CFP®) professional, a designation awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification and educational requirements. I take pride in upholding the high ethical and practice standards established by the CFP® Board. I began my career in 2012 with Truist’s predecessor firm, BB&T Scott & Stringfellow, in the Raleigh, North Carolina, office and joined The Cape Fear Group in Wilmington in 2015. In 2021, I joined Raymond James, drawn by its values of integrity and independence.
Education
Bachelor of Science in business administration, concentration: finance
North Carolina State University
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
