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Specialties
Growing up in a military family and working in both the church and academia, I have lived all over the world--from the United States, Wales, England, and India to Alaska, Hawaii, Tennessee and Texas.
In all those places, my greatest joy was making friends and learning from people's diverse life experiences. Before going into finance, I taught theology and ethics at Duke and served as a pastor for fifteen years. I earned two masters degrees at Wake Forest University and a research doctorate at Duke University. My dissertation focused on the moral psychology and ethics of wealth accumulation in modern industrial societies, and that research compelled me to start a financial services practice. My sole mission is to help clients achieve financial security so that they can transform their communities and the world.
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Always free for clients.
ChFC
Chartered Designations
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