I grew up in the town of Elon, North Carolina. I learned early from growing up in a small town of the importance of building lasting relationships and doing the right thing by others. I graduated from North Carolina State University with a B.A. in History and a B.A. in Economics. I interned at Northwestern Mutual my senior year of college and realized that it was a career which I wanted to pursue because I have the ability to reach out to individuals in the community on a daily basis and build relationships. I have transitioned this small-town attribute of relationship building into building my practice and when I meet with individuals. My goal is to find out their goals for their future and the future of their loved ones.
I am married to Katie whom I met my senior year of college. She was at that other state school in Chapel Hill but we put our school's differences aside and have been married since 2016, welcoming a daughter Greer in March of 2022, a son Alden in February of 2024, and a golden retriever Taco in 2020. In our free time we are avid travelers having been all over Europe and the U.S, hoping to expand our travels to Africa and South America. We find that travel brings learning experiences about other cultures that can put a positive perspective on how we choose to live our lives everyday.
Lending a hand in my community.
I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise:
- Wealth Management
- Investment Planning & Strategies
- Insurance Protection Strategies
- Education Planning & Funding
- Financial Planning
- Tax-Efficient Strategies
- Retirement Planning & Income Strategies
- Estate Planning
About my designations:
CERTIFIED FINANCIAL PLANNER™ (CFP®) designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP(R) Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Chartered Financial Consultant® (ChFC®) designation gives students in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning strategies.
Chartered Life Underwriter® (CLU®) designation is a respected designation of insurance expertise and provides in-depth knowledge on the insurance needs of individuals, business owners and professional clients.
The Certified Private Wealth Advisor (CPWA) designation is a U.S.-specific certification that aims to set a minimum standard and best practices for professional wealth managers who work with high-net-worth clients in income tax, estate planning, investment management, and insurance.
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