Our Qualifications
As a native Charlottean, I earned my B.A. degree in Psychology from UNCC and my Master of Science degree from Abilene Christian University. As a CERTIFIED FINANCIAL PLANNER™, I have had extensive experience assisting business owners, professionals, and families with financial planning, consulting, and the use of various financial products. The personalized program that I can provide offers a working roadmap towards obtaining a more secure financial future. My goal is to provide my clients clear and easily understood explanations of financial products and services.
Professional Specialties include:
Financial Planning
Asset Management
Investment Planning
Retirement and Income Planning
Estate and Wealth Preservation Strategies
Wealth Accumulation and Tax-Deferred Strategies
401(k), 403(b) Plans
IRAs including Roth, SEP, and Simple Plans
Mutual Funds
Annuities
IRA and 401(k) Rollovers
Deferred Compensation Plans
Employer Sponsored Retirement Plan Evaluation and Implementation
Business Succession Strategies
Business Buy Sell, Key Person Protection, and Contingency Planning
Estate Planning
Personal Life Insurance
Disability Income Insurance
Long Term Care Insurance
