I became a financial advisor because I want to help people. The most important thing I do for my clients is to truly listen to them in order to understand their story and what they are going through. I was a fourth generation born and raised in Fayetteville , NC and grew up in a small house next to Cape Fear Valley Hospital with my brother and working class parents. While my grandfathers were members of the U.S. Army stationed at Fort Bragg, my father worked as a Utility Locator and my Mother had a career in retail banking while raising us.
I work with you to craft a personalized roadmap for the accumulation of wealth to pursue your unique goals and Some of the common goals I assist with are:
• Creating a dignified and independent retirement income with the goal of not outliving your wealth
• Leaving a legacy of wealth to your children
• Endowing the education of your children and/or grandchildren
• Saving for a large purchase
• Tax efficient investing
• Cash Management Solutions
• Wealth Preservation
• Navigating life changes such as Job or Career change, Divorce, and growth of the family.
• Lending solutions from Bank of America
• Charitable giving
It is and honor and a privilege to help clients on their journey of life and to celebrate their successes with them.
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.