I am a native resident of Landrum, SC with two daughters, Sarah - age 29, and Hannah - age 19. I am an active member of a local church and enjoy equestrian sports, piano, swimming, water skiing, and snow skiing. I am also a member of the National Association of Insurance and Financial Advisors, Green Creek Hounds, Kiwanis Club of Tryon, Carolina Foothills Chamber of Commerce, and volunteer for Therapeutic Riding of Tryon "TROT"
My goal is to help individuals, families, and business owners build and protect their financial confidence.
My experience and concentration are in the areas of building retirement income, estate protection and preservation, business planning, and exit strategies for business owners. As a result of my education and experience in taxation, insurance, and finance, I am able to work with you to develop and implement strategies that will better equip you to Protect, Grow and Enjoy your wealth.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.