Broker Check

“At the end of your investing lifetime, it won’t matter what your funds did, it’ll matter what you did. And what you did will be a pure function of the quality of the advice you got...” Nick Murray

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.

The Station
Where You're At

Where You're At

We absorb the costs of an initial consultation

Where You Want To Be

Where You Want To Be

We develop a retirement strategy that mitigates risks while maximizing security

How You Get There

How You Get There

We take a holistic approach to your financial planning process

Our Process

A Team Approach

A Team Approach

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.

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.

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.

Contact us to learn more

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