Background
Since 1998, I have built a dedicated career in the financial services industry, specializing in retirement planning, financial education, and estate planning. With more than two decades of experience guiding individuals and families through every stage of their financial lives, my focus has always been helping clients make informed decisions that support long-term goals and generational impact. My approach centers on education, thoughtful strategy, and long-term planning that supports financial security and generational impact. I am committed to empowering clients through clear guidance, personalized solutions, and a relationship driven experience that prioritizes clarity, understanding, and financial well-being.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
My personal interests include spending time with my family, enjoying the outdoors, and leading connect groups with high school students. These experiences keep me grounded, energized and connected to my community, and they reflect my passion for mentorship, meaningful relationships, and purposeful living.