1821 South Main St.
Wake Forest, NC 27587
I am a Premier Banker with over 17 years of financial services experience. The events of 2020 have only strengthened my desire to help Clients not only achieve their goals, but to be prepared for the unexpected. I help Clients take a comprehensive, holistic, and strategic approach to Financial Planning, while delivering customized solutions and providing active relationship and risk management. I strive to put Clients first and build confidence and trust through high-touch attention, in-depth conversations and technology.
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.