Planning a financial future is a very personal experience. I work closely with my clients to guide them and provide the information they need to make good decisions. My background is analytical, but I enjoy the one-on-one interaction of getting to know people and understanding their current needs and the life of which they dream.
Born and raised in Florida, I graduated from the University of Central Florida with a Bachelor of Science in Mathematics. During my college years, I participated in a work/study program with NASA in Launch Vehicle Checkout Automation and Programming. After graduation, my first job was as a computer programmer for IBM. My educational background and early job experience required attention to detail, the ability to think logically and the creativity to develop a process for reaching a desired result.
I have lived in North Carolina since 1983 and know the Research Triangle Park area well. My favorite vacation spot is the NC Mountains where I own a small cabin near Boone. For over 25 years, I worked in financial services helping individuals and businesses meet their goals. My family includes furry kids (dogs and cats) who share my home with me. Two of my favorite pastimes are billiards and art.
How an individual or couple manages their money is crucial to them enjoying their definition of a satisfying lifestyle. My role as a Financial Advisor is to guide them through their financial decisions and help keep their investments on track by offering professional insight and advice as well as up-to-date information.
Areas of Focus
- Retirement Plans for Businesses
- Retirement Planning for Individuals
- Estate Planning for Individuals
Education & Credentials
- University of Central Florida
- Bachelor of Science in Mathematics
- Insurance License in NC & SC
- Licensed NC Real Estate Agent
Personal Interests
- Billiards
- Reading
- Gardening
- Artist
- Dogs and Cats