Specialties
About Me
Hello! I'm located in the Raleigh, NC area but orignially from upstate NY.
With the power of zoom, I have clients across the nation. I am an independent fiduciary - meaning my firm does not make any of their own strategies and I have to do what is in the best interest of my clients. Most of my clients are in the early stages of their careers, majority are in the medical field, engineers, tech, and other young professionals. Very familiar with the student loan space and all the changes going on! My focus is to build a good friendship with my clients, to hope to be your financial advisor for the long term.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Investment advisor representative of Cetera Investment Advisers LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 5129 NC Hwy 55 Suite 101 Durham, NC 27713. 919-908-2471