6869 Fairview Rd
Charlotte, NC 28210-3363
I am a Premier Banker with Truist Bank, and offer nearly 20 years of Financial Services experience. I help Clients take a holistic and strategic approach to Financial Planning, while offering customized solutions with active relationship and risk management. I seek to be a partner who focuses on what is most important to individuals and their families, setting a financial pathway to address goals and expectations while being mindful of risks and concerns along the way. My primary goal and purpose is to turn my Client's anxiety & uncertainty about the future into confidence & clarity.
I currently hold Series 6, 63, 65, and Life & Health Insurance licenses.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.