Background
I am a Virtual Premier Advisor at Truist currently serving the Western North Carolina Market since 2010. As a Virtual Premier Advisor, I specialize in holistic financial planning. My purpose is to help empower individuals and families to achieve their long-term financial goals by providing personalized guidance, comprehensive strategies, and ongoing support tailored to their unique needs and aspirations.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
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Personal interests
I relocated to Charlotte, North Carolina in 2022 from Bozeman, Montana. I'm originally from Golden, Colorado and enjoy spending time outdoors and traveling with my family. I also coach a local High School Boys Soccer Club to remain involved in the sport I grew up playing and still love to this day.