Office Information
Office Phone
phone
(704) 658-2985
241 Medical Park Rd
Mooresville, NC 28117
US
Areas Served
Western NC/Mooresville NC Region
Get to know us
At First Citizens Wealth, we’ve been helping clients plan for the future for over 125 years. It’s a heritage that shapes the service we offer and the values that guide us. Every day, our teams provide advice and solutions that empower clients like you to plan for their dreams and safeguard the future for themselves and their loved ones.
When you work with us, we begin with a conversation. My goal is to fully understand what you want for the future for you and your family. Based on those discussions, I’ll create a comprehensive, personalized plan for you that includes our best thinking on strategies to fit your needs and help avoid potential pitfalls along the way. I’ll also include our local team of experienced financial professionals when needed, so we can help you understand your options and leverage our resources and expertise.
Regardless of where you are in your financial journey, I can help you build a comprehensive and customized plan – so you can make more informed and effective decisions about your money.
When you work with us, we begin with a conversation. My goal is to fully understand what you want for the future for you and your family. Based on those discussions, I’ll create a comprehensive, personalized plan for you that includes our best thinking on strategies to fit your needs and help avoid potential pitfalls along the way. I’ll also include our local team of experienced financial professionals when needed, so we can help you understand your options and leverage our resources and expertise.
Regardless of where you are in your financial journey, I can help you build a comprehensive and customized plan – so you can make more informed and effective decisions about your money.
How we support your unique vision.
First Citizens prides itself on strength, stability, and consistency. In delivering customized advice, tailored strategies, and personal attention, I can help you:
- Create and execute a comprehensive plan to address your financial goals;
- Determine the best ways to assist in establishing financial confidence for you and your family now and in the future;
- Evaluate your options to help protect your assets;
- Help you understand strategies to ensure your intentions are fulfilled in your estate plan;
- Coordinate with your tax and legal professionals so your planning is consistent.
Focus Areas
Education Planning
Financial Planning
Insurance Planning
Retirement Planning
Education
Bachelor of Arts, Eastern Illinois University
Licenses
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Resources
Make sense of the markets. We have our fingers on the pulse of economic growth, investor sentiment
and valuation trends.
Helping you navigate your financial future from a wealth of information.
Customized financial solutions to support your unique vision for the future.
See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck. Learn more information about this representative's Professional Designations.
View our firm's Customer Relationship Summary (PDF)
Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.
First Citizens Wealth™ utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.
Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value. They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested.
About the Entities, Brands and Services Offered
First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. (”FCIS”) , a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisers. Certain brokerage and advisory products and services may not be available from all Investment Professionals, in all jurisdictions, or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender and SVB, a division of First-Citizens Bank & Trust Company.
All loans provided by First-Citizens Bank & Trust Company and Silicon Valley Bank are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941
For more information about FCIS, FCAM or SVBW and its Investment Professionals click here:
https://www.firstcitizens.com/wealth/disclosures
https://www.svb.com/private-bank/disclosures/form-adv/
Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.
First Citizens Wealth™ utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.
Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value. They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested.
About the Entities, Brands and Services Offered
First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. (”FCIS”) , a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisers. Certain brokerage and advisory products and services may not be available from all Investment Professionals, in all jurisdictions, or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender and SVB, a division of First-Citizens Bank & Trust Company.
All loans provided by First-Citizens Bank & Trust Company and Silicon Valley Bank are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941
For more information about FCIS, FCAM or SVBW and its Investment Professionals click here:
https://www.firstcitizens.com/wealth/disclosures
https://www.svb.com/private-bank/disclosures/form-adv/