110 S. Stratford Rd
Winston-Salem, NC 27104
I am a Premier Team Director with Truist and offer over 23 years of financial services experience. 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 am dedicated to servicing as my Client’s primary point of contact for all financial needs and provide easy access to appropriate financial solutions, by collaborating with a team of Truist partners to identify short-term and long-term goals and solutions. I strive to put my Clients first and build 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.