As a Certified Exit Planner and a Retirement Income Certified Professional, I work with individuals and business owners to help them discover winning solutions to securing their financial futures. Having previously managed several businesses in the textile industry and worked with a leading executive search firm, I bring 30 years of experience working with business owners to my practice including the last 15 years at Consolidated Planning.
I work with business owners and individuals, guiding them in business planning and in exiting their businesses as well as protecting every facet of their lives. My goal is to offer financial prosperity to my clients also with the thought in mind of protecting and providing favorable financial outcomes for their families and associates.
I am a UNC Chapel Hill graduate with a B.S. in Business Administration. Outside of work, I enjoy hiking, playing golf, biking, visiting my favorite vacation spot, Ocracoke Island, and spending time with my girlfriend Barbara and my two children. If you are interested in learning more about what I do or want to talk about the best spots around Ocracoke, lets grab a cup of coffee. Give me a call at 336-338-7778 or send me an email at firstname.lastname@example.org.
Registered Representative and Financial Advisor of Park Avenue Securities LLC, Financial Representative of Guardian