University of North Carolina at Chapel Hill - BA Economics, Queens University of Charlotte - Certified Financial Planner Program, Certified Financial Planner designation (registered trademark)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
Areas Served
Metro Charlotte North Carolina
Upstate SC
Focus Areas
Business Succession Planning
Estate Planning
Investment Planning
Retirement Planning
Tax Planning
Education & Certifications
University of North Carolina at Chapel Hill - BA Economics, Queens University of Charlotte - Certified Financial Planner Program, Certified Financial Planner designation (registered trademark)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
Boston University- Masters Degree Banking and Financial Services Management Appalachian State University- Bachelors Degree- International Business/GermanChartered Retirement Planning Counselor (CRPC)"
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 6 – Investment Company and Variable Contracts
Areas Served
Metro Charlotte, NC
Upstate SC
Focus Areas
Cash Flow Planning
Customized Lending
Debt Management
Personal Banking Solutions
Education & Certifications
Boston University- Masters Degree Banking and Financial Services Management Appalachian State University- Bachelors Degree- International Business/GermanChartered Retirement Planning Counselor (CRPC)"
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 6 – Investment Company and Variable Contracts
BS Business Administration, University of North Carolina at Greensboro
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
Areas Served
All of US
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Management
Risk Tolerance
Education & Certifications
BS Business Administration, University of North Carolina at Greensboro
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
Bachelor's Degree, Saint Joseph's University
Master's of Business Administration, Clarkson University
Licenses & Registrations
Chartered Retirement Planning Counselor (CRPC)
FINRA Series 66 - Uniform Combined State Law Exam
FINRA Series 7 - General Securities Representative Exam
Life Insurance License
Certified Financial Planner
Areas Served
All of US
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Tolerance
Tax Efficient Investing
Education & Certifications
Bachelor's Degree, Saint Joseph's University
Master's of Business Administration, Clarkson University
Licenses & Registrations
Chartered Retirement Planning Counselor (CRPC)
FINRA Series 66 - Uniform Combined State Law Exam
FINRA Series 7 - General Securities Representative Exam
Life Insurance License
Certified Financial Planner
B.S. in Business Management from Appalachian State University
Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC®)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 24 – General Securities Principal Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Areas Served
Charlotte
Concord
Huntersville and Cornelius
Focus Areas
Asset Allocation
Business Succession Planning
Estate Planning
Investment Planning
Retirement Planning
Education & Certifications
B.S. in Business Management from Appalachian State University
Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC®)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 24 – General Securities Principal Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Bachelor of Science in Political Science, Wake Forest University
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
Areas Served
Greater Charlotte Market
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Management
Risk Tolerance
Education & Certifications
Bachelor of Science in Political Science, Wake Forest University
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
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Charlotte
Cornelius
Huntersville
Northlake
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Management
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
Life Insurance License
Long Term Care Insurance License