Background
With several years of experience as a financial advisor and a CFP® Professional, I've had the privilege of helping people make purposeful financial decisions around retirement planning and legacy building that reflect their personal values.
Now, as a Virtual Premier Advisor with Truist, I specialize in holistic goals based Financial Planning 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.
In collaboration with local Truist branches, I’ll coordinate banking and credit strategies and partner with my financial specialist to help provide solutions and an exceptional experience now and into the future.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal interests
Outside my calling in financial services, I love attending church and worship services, visiting with family, spending quality time with my children and wife, watching sporting events and enjoying the great outdoors with our K9 crew.