I am a Greensboro native and have lived here all my life. I absolutely love working with clients and putting together a customized plan. I specialize working with millennials and their needs.
I believe financial planning consists of 4 key components: Retirement, Estate, Risk Management and Portfolio Management. The fun part for me is putting these altogether for my clients to help them pursue their goals.
Currently I hold a series 7 and 66 license with LPL Financial, as well as a life insurance license. I am an investment advisor representative with LPL Financial as well as an Accredited Wealth Management Advisor (AWMA®) through Kaplan College of Financial Planning.
During the warmer months you will find me kayaking on the lake or various rivers. I love working out and being with my family.