Focus: Insurance Strategies, Military, Investment Strategies, Financial Education
How can my generation save and prepare for retirement, while protecting their families from Risk?
I am an Air Force Military Veteran with a long history in communication and liaison work for various groups. I have never lost my passion for Veterans and their families (since I am one) and helping them overcome life's obstacles. I want to help Military/Veterans plan for their future in the same ways they plan an engagement.
I have been exposed to an epidemic plaguing my generation and many of those I served with, we don't live today like there will be a tomorrow. My previous experience working in brokerage has exposed to me where that thinking ends up. I want to change our trajectory into a brighter financial future.
I run my business on the basis of teaching and education. I strive to eliminate ignorance and never have a client leave my office not understanding the benefit that can be brought with successful and considerate financial preparation.
I am always open to and interested in helping veteran groups including Veterans Bridge Home and Stack-Up. Otherwise, you can find me at home experimenting with hobbies including beer brewing and hot sauce making.
University of Connecticut (2014-2017)
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4350 Congress Street #300
Charlotte, NC 28209