Graduate of The University of Iowa, BA in Economics and Finance.
24 years of banking and financial planning experience.
Senior Financial Consultant with First Citizens Investor Services since 2004.
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Areas Served
Greenville
Morehead City
New Bern
Washington
Focus Areas
Incapacity Planning
Insurance Planning
Retirement planning
Risk tolerance
Tax Efficient Investing
Education & Certifications
Graduate of The University of Iowa, BA in Economics and Finance.
24 years of banking and financial planning experience.
Senior Financial Consultant with First Citizens Investor Services since 2004.
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Eastern North Carolina
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Management
Tax Efficient Investing
Education & Certifications
Johnson & Wales University, BS in Finance
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License