1309 Stafford Dr
Princeton, WV 24740-2467
As a Financial Consultant with more than 17 years of industry experience, I offer clients extensive insight, guidance, and customized investment strategies. I follow a process that starts with an analysis of a client’s current investments and helping them to determine and prioritize their goals. Using that information, I can make recommendations, match solutions, and promptly and accurately implement a plan that we will review on a regular basis.
Investment Adviser Representative, Truist Advisory Services, Inc.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Top-notch service delivery and support for the private banking and/or wealth needs of business owners.
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
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