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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.