Focus: Investment Strategies, Retirement Income Planning, Insurance Strategies, Estate Planning
I started my career in Corporate Finance for 18 years as a Finance Manager. As a people person, I’ve always wanted to continue helping others and have continued my career in the Financial Services Industry and now have over 15 years of experience.
Each client brings a unique set of circumstances, requirements and responsibilities. With my breadth of experience, working for both a life insurance company and a brokerage firm, I’m able to develop and implement unique strategies which help ensure that my client’s goals are met.
In my practice, I specialize in retirement and conservation strategies for both individuals as well as my business clients to help determine and prioritize their financial goals. The main goal for myself and my clients is to introduce financial strategies that will help them meet their goals tax efficiently. I also work with my clients and their families in college planning, risk protection and estate planning.
Originally from Canada, I moved to North Carolina in 1991 and have called it home ever since. I have two adult daughters and I love to spend time outdoors playing golf and spending time fly fishing or hiking the mountains of NC. I’m also a member of the Triangle Curling club. If I’m not outdoors, you can find me renovating my 100-year-old home in Mebane, NC.
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203 N 7th Street
Mebane, NC 27302