Professional Story:

My mission is to work closely with young physicians and their families to ensure their long term financial goals are properly achieved. My expertise is currently focused on wealth management, disability income insurance, life insurance and retirement planning. I am an avid educator of helping young professionals make the right financial decisions early on in their careers to set themselves up for eventual financial freedom.

Qualifications:

• Series 7
• Series 66
• BS - Finance, East Carolina University

Specialties:

• Retirement Planning for Physicians
• Disability Income Insurance
• Life Insurance
• Wealth Management

Personal:

• Grew up in Raleigh, NC
• Enjoys traveling, astronomy, spending time with friends and family