I am a long-term Raleigh resident and a graduate of North Carolina State with a degree in Engineering Operations. After 15 years in the Telecom industry, I decided to pursue training as a financial advisor in order to have a career that allowed me to positively and directly impact people’s lives. I received my degree in Financial Planning from Boston University in 2010.
I strive to create truly personalized investment strategies for a variety of styles and comfort levels, rather than steering clients into investments that only work for the firm. It is important to me to understand the client’s position, finances, investment experience, fears, and needs for stability versus the amount of risk that should be undertaken before suitable and individual client plans can be crafted.
MOTTO: Building lifelong relationships with our clients comes from caring and sharing customized strategies to address their family and individual needs.
In my leisure time, I enjoy spending time with my wife, Ellen, and our two sons, Patrick and Alec, graduates of UNC Chapel Hill and UNC Charlotte respectively. I also enjoy boating, playing guitar and working out; I competed in the Raleigh Ironman Challenge in 2014.