8816 Six Forks Road
Capitol Financial Solutions
Holistic financial strategies tailored to your goals
4 Elements of an Estate Strategy
Supporting Local Business In a Crisis
Ever since I can remember I always had a knack for finance and knew I wanted to work directly with people. My lightbulb moment happened in 2010 at the Poole College of Management at NC State. While taking a personal financial management class, I discovered that I was learning financial planning principles I believed everyone should know. It was at that moment I knew I wanted to pursue a career that allowed me to teach these concepts to people I care about.
I believe through education and discipline financial independence is achievable for all. My vision is to see financial independence become commonplace in the world. My mission is the help my clients become better planned, prepared, and educated on how to make their money accomplish what they want it to.
Whether you want your money to help you support your loved ones, see the world, experience all that life has to offer, leave the world a better place, maintain a comfortable lifestyle, (fill in the blank), I want to help.
The feedback I consistently receive from my clients as to why they work with me is not because of our state-of-the-art strategies and subject matter experts. It is because I have a laser focus on what’s important in their LIVES.
Over the years I have found that many of the things my clients want to pursue in their life require a strong financial foundation. I strive to make sure my clients’ future is never limited or constrained because they have not taken a step back to plan for it. At the same time, I want my clients to be able to squeeze the juice out of life because they have made exceptionally sound financial decisions along the way.
I am a firm believer in the sentiment “live in the moment” perhaps best described by the words of Robert Hastings, “Regret and fear are twin thieves who would rob us of today,” in The Station. My purpose is to make sure my clients are making decisions with their money that bring them closer to achieving their goals while being able to focus on what really matters in life.
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through your life transitions.
We believe values matter, and we live by ours every day.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to explore all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
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