As a financial advisor, I serve my clients as a coach, advisor, and educator so they can make wise financial decisions in pursuit of their life goals and priorities. I joined Equitable Advisors in 1999 following a career in the USAF. In searching for this second career, I wanted to apply the skills I learned as a coach, strategic planner, advisor and educator. I also value building long-term relationships with families and businesses. For over 25 years I had worked with a financial advisor who encouraged me to enter this career field. I came to appreciate the value of that relationship and how it helped my family. My education includes a BS in Electrical Engineering and Master Degree in International Relations and an MBA. I also have earned the CERTIFIED FINANCIAL PLANNERTM professional certification.
I have been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning.
As a resident of Cary, I am active member with the Cary Chamber of Commerce, am a member of the Financial Planning Association and am an active community service volunteer with St. Michael's Church and the Rotary Club. Married with two daughters, my hobbies include travel, sports, gourmet cooking and gardening. I look forward to building a long and mutually valued relationship.
CFP® and CERTIFIED FINANCIAL PLANNER™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.