Passionate About Helping Clients
My clients both individuals and business all have one thing in common; they are all important regardless of their occupation, lifestyle, income range, or sex. In short, our clients have found they want someone who is putting their best interests first.
15+ years industry veteran in the financial services: insurance and mortgage planning industry. Graduated from University of North Carolina at Charlotte with a degree concentration in risk management. Army veteran officer, joined 2009, specialized in budget and financial planning. Passionate about helping others and finding protection solutions that fit and meet client needs/budget.