8816 Six Forks Road,
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.
Capitol Financial Solutions is a financial services firm that specializes in working with business owners, entrepreneurs and professionals. What this means is that we invest the time to better educate, organize and prepare our clients for the inevitable financial issues they face. The real benefit is confidence in knowing you are able to help protect and preserve your lifestyle, assets, and loved ones. Our affiliation with Osaic Wealth, one of the nation’s larger wealth management firms, provides us with comprehensive support including up-to-date industry information, service, and technology as we address your diverse needs. Osaic Wealth is one of the largest networks of independent wealth management firms in the United States.With our local presence, you can count on a professional experience, personal service and the resources to help you achieve financial independence for you-and future generations. With our national network, you have access to sophisticated resources. Together, we can help achieve financial independence for you and your future generations.We are perfectly positioned to help meet your unique needs while striving to exceed your highest expectations.
Your brokerage account assets are held at a clearing firm, a separate and independent entity. The clearing firm is responsible for the safekeeping, servicing, segregation, and reporting of your assets, works with Pershing LLC (Member, FINRA, NYSE, and SIPC), a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank. Pershing* is a leading provider of global financial services to institutions, corporations, and high-net-worth individuals, and custodies $2.0 trillion in global client assets.