Being born into poverty, I have a strong respect for finance. Growing up I didn't have a bad life, but I definitely didn't have it easy. My parents divorced when I was around 12 years old, and this began to make things pretty shaky going into my middle school years. Growing up I saw when things were tough, and it made me more passionate about learning about finance. The way I thought was maybe if I studied finance, me and the people I am affiliated with wouldn't end up broke. So, I went to the school of USC-Aiken with a bachelors degree in Finance.

My parents gave me a pretty good scope of what to focus on, they retired in their early 60's and by their 70's they ended up needing to go back to work due to lack of financial preparation. It is my mission to prevent this from having with anyone I come into contact with.

I work primarily with healthcare heroes, because I myself had a lot of experience in the hospital system as a patient. I had a lot of health conditions growing up and people like PA's, Nurses, Nurse Practitioners and CRNA's were my heroes. I would go to the hospital and spend most of my time with these healthcare professionals, and I realized at my time there; that they are under appreciated, under valued, and underpaid. I now seek to help them in any way possible, and that is finance.

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.

I am prepared to assist clients with their financial needs and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you:

· Define your personal financial goals

· Develop a financial strategy that can help you achieve these goals

· Suggest suitable products and solutions based on your own tolerance for risk and your time-frame

How?

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

· Retirement analysis and programs

· Estate strategies

· Employee benefit and retention services

· Business continuation strategies

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.