4350 Congress Street #300
Charlotte, NC 28209
Professional Story
I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps if present, and offer solutions to fill them
Languages: English
Credentials: CLU®, ChFC®, CLTC
Specialties:Insurance Strategies, Retirement Income Planning, Business Owners, College Funding Strategies, Business Succession Planning, Estate Planning, Retirement Strategies, Financial Education, Investment Strategies
Check the background of this investment professional on FINRA's BrokerCheck