my financial planning philosophy & a bit about me
As a CFS Representative, my entire focus is on being an active partner in strengthening the financial well-being of our members. Working with me, you can expect to have a financial advisor who will continually build your financial knowledge and be a proactive partner throughout your financial journey. My mission is to support my friends, family, and network to achieve their best financial selves.
I come to Charlotte Metro’s Investment Services team with 9 years of experience in the financial services industry and am ready to assist our members with professional advice on retirement preparation, 401k assessments, asset management and protection, and investment planning.
I graduated with a B.S. in Business Administration with a concentration in Finance from the University of North Carolina at Pembroke. When I’m not assisting Charlotte Metro members, I enjoy baseball, fitness, and spending time with my family.
Currently, I serve the following branch locations: Matthews, Asheville^, Ballantyne^, Belmont^, Forest City^, Kings Mountain^, and Huntersville^ in NC and Rock Hill, SC^.
^denotes location is by Appointment Only