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Specialties
I am dedicated to helping individuals, families and business owners navigate the complexities of retirement planning with confidence.
My mission is to provide you with actionable, trustworthy strategies that allow you to overcome financial intricacies, live comfortably and build a legacy that truly matters. I believe the world of finance shouldn't be intimidating. I take great pride in translating complicated concepts into clear, understandable guidance, and I strive to create an environment where you feel comfortable reaching out to me with any question, no matter how small. To serve you with the highest level of care, I have earned the Chartered Financial Consultant® or ChFC® and Accredited Asset Management Specialist™ or AAMS® designations. These certifications allow me to dive deep into the specific needs of business owners managing complex financial transitions, blended families and families with special needs requiring specialized legacy strategies, and investors seeking sophisticated, goal-oriented wealth management. Born and raised in Elizabeth City, I am profoundly committed to the success and well-being of our community. I believe in giving back to the city that raised me, which is why I am a proud member of the Elizabeth City Morning Rotary Club and an active volunteer with Meals on Wheels America, the Food Bank of the Albemarle and the American Red Cross. You can also find me on the field as a volunteer coach for the Police Athletic League (PAL) program. My spouse, Genesis, and I have five children who have all attended our local schools and participated in Elizabeth City’s youth sports and cheer programs. This community is our home, and my clients are my neighbors. I believe that strong relationships are built face to face. I understand the demands of running a business or a busy household, so I make it a priority to meet at times and locations that are most convenient for you. Whether you want to stop by the office or schedule a call, I look forward to helping you reach your goals.
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Always free for clients.
AAMS, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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