my financial planning philosophy & a bit about me
Working with me, you’ll quickly find out that my financial planning philosophy is this: I believe in a simple, straightforward, hands-on approach that is based on mutual trust, open communication, and an ongoing relationship.
I’ve been advising Charlotte Metro clients since 2016 after moving down from Ohio to join the CFS team.
Born in Jamaica, I have more than 20 years of financial service industry experience and am strongly committed to listening to your individual needs, learning your story, and helping to ensure you’re able to realize your financial goals.
I’m active in my church, enjoy trying new restaurants and helping others, and have a particular passion for serving my family, community, and Charlotte Metro members.
Currently, I serve the following locations: Central Avenue, Ashley Road^, Graham^, Greensboro^, Salisbury^, Sunset Road^, University, Harrisburg^, and Goodwill.^
^denotes location is by Appointment Only