I have spent the last 20 years in the financial services industry, as a Financial Advisor, serving the needs of my clients. My goal has been and continues to be, to discover WHO I am speaking to before trying to understand WHAT's on their mind and can I help them. Working with clients from all walks of life, both young and old, can be a daunting task if not seasoned with many of life's experiences
. I grew up in a small town in Western NY, one of three children, to an Engineer and a Mom that really kept the house and family intact. It was there that I went through school, including College, played many sports, some still to this day, and would eventually leave to serve in the US Navy in Mayport Fl. There I met the love of my life, Kristy, and after 33 years and 2 adult boys later we find ourselves in Wilmington NC serving our community and my clients the best we know how. It was inevitable that we would make our way south since Kristy was born in Charleston, SC. One of a Son, a Husband, a Parent, a Father In-Law, a Grand Parent, a Coach and a Friend. Our goal here isn't to make you rich, although you may become that, or happy, you may be that as well, but rather be content in your surroundings. Here you are family, and it is our desire to treat you as such. Please take the time to reach out to myself and my team if:
- You are nearing or in retirement and seeking to create a personal strategy
- You are business owner or find yourself in a position where you need financial advice and guidance.
-You want to be treated like family. Welcome Home!
910-399-6930
[email protected]
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