I started my wealth management career in 2014 at a major insurance and investments broker dealer. I joined Merrill Lynch Wealth Management in July 2023 to further offer my clients what I believe to be are best in class wealth management and financial strategies. I have been a CERTIFIED FINANCIAL PLANNER™ professional since 2019. As a CFP® practitioner, I always act in my client's best interest. While most advisors seek to solely manage money, I meet my clients where they are to help determine and pursue their personal, professional, and financial dreams. My practice focuses on holistic wealth planning with an emphasis on tax efficiency. I help clients: plan their financial future, save for retirement and major purchases, distributions in retirement, investment allocations, wealth management, fee based advisory services, brokerage services, save for college, business planning, employee benefits planning, insurance planning and risk management, tax minimization strategies, estate planning services, cash flow management, and debt management. Most of my clients are bankers, attorneys, sales professionals, and small business owners; however, I partner with a team of Firm specialists to be able to help anyone with their wealth planning needs. Through Bank of America, my clients have access to bank services in addition to Merrill's wealth management. Working with me, my clients get all the benefits of having an advisor backed by a major bank and wealth management firm with an extensive knowledge of the insurance industry.
I am originally from Charlotte, NC and graduated from North Carolina State University in 2015 with a bachelor’s degree in business administration. I currently reside in Dilworth. I am an avid fan of NC State sports, Carolina Panthers, CLT FC, Charlotte Hornets, and Carolina Hurricanes. I am a member of the Methodist church and attend Myers Park United Methodist Church. In my free time you can find me at the gym, on the golf course, attending sporting events, or at Bible study. The purpose of my life is to love God and love others. I do that through diligently serving my clients in a way that honors their best interests while achieving their goals.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
