Specialties
About Me
Our team of dedicated financial professionals will provide knowledgeable advice to clients with financial planning to help create wealth and secure a future based on comfort and legacy.
With our line of products and services, we can design a program that will provide our clients with the appropriate plan to meet their goals and needs.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
Retirment Income Certified Professional
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Securities and Investment Advisory Services are offered through Registered Representatives of Hornor, Townsend & Kent, LLC. (HTK). Registered Investment Advisor, Member FINRA/SIPC. 6000 Fairview Road, Suite 1425, Charlotte, NC 28210. 704-362-6787. HTK is a wholly owned subsidiary of the Penn Mutual Life Insurance Company. Emerald Financial, Vector 27, and other listed entities are not affiliated with HTK unless otherwise noted. HTK does not offer tax or legal advice. We are insurance and securities licensed in our resident states of North Carolina and Virginia. Please contact us for additional listing of licensed states. This is not an offer or solicitation in any state where not properly licensed or registered.