As a financial planner, I provide comprehensive financial planning services tailored to each client’s unique needs. My approach involves thoroughly assessing financial situations, setting achievable goals, and devising customized strategies encompassing investment, retirement, tax, estate, insurance, and special needs planning. My primary objective is to enhance my clients' financial well-being by effectively managing risks and optimizing their financial strategies, ensuring alignment with their goals and risk tolerance. Through continuous education and regular plan reviews, I help my clients remain agile and effective amidst evolving circumstances and market conditions.
My interest in financial planning began when I understood how many families lacked access to essential financial education. Motivated to be part of the solution, I strive to deliver the highest quality financial education to my clients. The most fulfilling aspect of my role is seeing clients achieve their financial aspirations, knowing myself and my team have contributed to their success. The joy of guiding clients through critical financial phases and forming enduring connections is unparalleled.
Originally from Buffalo, NY, I relocated to North Carolina where I attended Appalachian State University. I hold a Bachelor of Science in Business Administration, majoring in Finance and Banking with a minor in Accounting. Beyond my professional endeavors, I enjoy weight training, scuba diving, traveling, and sport fishing. I am also actively involved in Lionfish Central, a nonprofit dedicated to coral reef restoration and ocean life conservation. My wife, Katherine, is a nurse in the PCICU at Duke University Hospital, and we share our home with a rescue dog, Cleopatra.