Born and raised in North Carolina. I have been a Carolinian my entire life and love the state from the beach to the mountains. I was born in Charlotte and have lived in Greensboro since 2012.
Prior to joining the financial services industry full time in 2017. My major areas of expertise were in finance and operations for the healthcare and transportation industry.
With a master of business and finance focus I have helped thousands of clients with their long-term financial goals. I look forward to helping design a plan for your blissful retirement years as your licensed retirement specialist.