Western North Carolina (Asheville, Waynesville, Franklin, Black Mountain, Morganton, Boone)
Focus Areas
Business Succession Planning
Charitable Gifting
Estate Planning
Investment Planning
Retirement Planning
Education & Certifications
BA Business Management and Finance, NC State University
Certified Financial Planner (CFP®)
CEPA® (Certified Exit Planner Advisor)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
NC Life & Health Insurance Licenses
LTC Insurance License
Areas Served
Johnston City, Tennessee
Western North Carolina (Asheville, Waynesville, Franklin, Black Mountain, Morganton, Boone)
Focus Areas
Business Succession Planning
Charitable Gifting
Estate Planning
Investment Planning
Retirement Planning
Education & Certifications
BA Business Management and Finance, NC State University
Certified Financial Planner (CFP®)
CEPA® (Certified Exit Planner Advisor)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
NC Life & Health Insurance Licenses
LTC Insurance License
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Buncombe County
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Management
Tax Efficient Investing
Education & Certifications
Lees-McRae College - BS
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Life Insurance License
Long Term Care Insurance License
Studies in business administration, Economics and Accounting
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 63 - Uniform Securities Agent State Law Exam, FINRA Series 66 - Uniform Combined State Law Exam
Areas Served
Western North Carolina
Focus Areas
Customized Lending
Debt Management
Personal Banking Solutions
Education & Certifications
Studies in business administration, Economics and Accounting
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 63 - Uniform Securities Agent State Law Exam, FINRA Series 66 - Uniform Combined State Law Exam