Focus: Insurance Strategies, Business Owners, Risk Management Strategies, Retirement Income Planning, Retirement Strategies, Business Succession Planning, College Funding Strategies, Group Benefits, Estate Planning, Financial Education
Preparing for the next step in life isn’t always easy!
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Knowledge is the key to a successful financial future.
Let’s work together to build your financial future!
I am licensed to sell insurance in NC.
4000 Westchase Boulevard Suite 400
Raleigh, NC 27607