As a Wealth Advisor with more than 11 years of experience, I help my clients take a comprehensive and strategic approach to financial planning, even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, I develop recommendations tailored to my clients’ needs, priorities and preferences.
Investment Adviser Representative, Truist Advisory Services, Inc. Registered Representative, Truist Investment Services, Inc.
I earned an undergraduate degree from the University of St. Andrews and an MBA from Wingate University. I’m a board member of the Community in Schools Cumberland County and a member of the Fayetteville Young Professionals and the Lafayette Society.
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more
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.
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Top-notch service delivery and support for the private banking and/or wealth needs of business owners.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Location data unavailable at this time. We apologize for the inconvenience.