My objective is to help clients organize their financial world, focus the energy of their resources and protect and insulate their assets. Accumulation of assets is only the first part of successful planning. Distribution strategies help to set the stage for best results into the retirement cycle.
Specialties: Distribution Strategies for maximizing income "potential" during retirement for both the individual and small businesses. Cost effective employee benefit planning for business owners.
Specific products: Personal life and disability insurance
Personal IRA and annuity products
Business and Individual investment products
Group Health*, Life , Dental and Disability insurance.
I was born in Winston-Salem and graduated from University of North Carolina-Chapel Hill in 1975. I have two adult children. When I'm not in the office, you might find me golfing or studying history.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).