Insurance Investment Services Financial Institutions & Services
After retiring from the United States Marine Corps, I attended the University of North Carolina Wilmington. Here I achieved a bachelor’s in business administration and a Master of Finance degree. I currently possess a Series 7 License (General Securities Broker), a Series 66 License (Investment Advisor) and a multitude of risk mitigation credentials. My family and I currently live in Jacksonville, NC where I can serve Carteret, Duplin, Onslow, Pender and New Hanover counties.
I chose a career as a financial advisor because I feel for most of us, the topic of personal finances can be both daunting and intimidating. For me, it is exciting to meet new families, and help them reach their goals. I also enjoy teaching and educating others about my passion, personal financial management.