I am a Dually Registered Advisor and Accredited Investment Fiduciary (AIF) serving individuals, families, and businesses in Virginia and North Carolina. I practice exclusively assisting those in the medical industry, highly successful professionals, small business owners, and professional athletes.
My goal is to simplify the complicated world of investments and help clients grow and preserve their hard-earned assets. My services include Financial Planning, Executive Benefits, Estate Planning Strategies, Estate Conservation & Analysis, Business Planning, Succession Planning, Portfolio Review & Audit, Wealth Management, Investment Strategies, Investment Advice, Mutual Funds, Pension Transfer, Fixed Annuities, Indexed Annuities, Variable Annuities, Retirement Planning, Individual and Trust Investment Accounts, Individual Retirement Accounts (IRAs), Traditional, Roth, SEP and Education IRAs, Section 529 College Education Investment Plans, Disability Insurance, Life Insurance, Variable Life Insurance, and Long Term Care Insurance. Located in Charlotte, NC, I largely serve clients in North Carolina and Virginia.
Being an independent Dually Registered Advisor means I don’t have any proprietary products. Instead, I only act in my clients’ best interests, providing personalized advice and distinct recommendations. I offer flexible pricing including fee-based advisory services, a flat fee for financial planning strategies, and hourly rates for financial advice.
To learn more about how I may be able to help, email me at email@example.com or call my office at 980-443-6007.