Office Address:

Directions to Office:

From Crabtree Mall go North on Creedmoor and take left at Hardees before Millbrook Road on Plaza Place. In 4-story glass building at top of hill on the right.

Phone Number:

Website:

Degree(s):

NCSU Honors Grad, MBA/MSM from Georgia Tech.

Insurance Accepted:

N/A

Areas of Expertise:

Financial Planning, Investments, Insurance, Estate Planning, Real Estate

Professional Organizations/Affiliations:

CSA (Certified Senior Advisor), MDRT Member (Top 2% of Profession/Industry).

Background Information:

Providing no-pressure financial guidance to look at your needs before, during, or after a divorce.  Independent advisor who works with all the investment and insurance companies to find solutions that meet your needs.  Free initial meeting and initial advice.  If a fit, can move forward paying by the hour or fees based on assets managed.  Goal is to save you time, maximize your retirement, and give you peace of mind.