Call: (704) 827-3151
Please note: coverage cannot be bound or altered online. A service representative will need to contact you to finalize your request.
I have been involved in the investments and insurance fields since 2001. My passions are financial planning and serving the unique needs of business owners. I was born in Illinois but have lived in/around Charlotte since 1988. I obtained my master’s degree from UNC-Charlotte in Investment Management. The aspects I enjoy most about my work are serving people, seeing them progress towards their goals, and collaborating on dreams and how to achieve them.
The things I value most in life are my faith in Christ, my awesome wife Meredyth and my two boys. In my free time, I love hitting the lake with my family. I also enjoy staying active by playing flag football, golfing, skiing or riding my mountain bike. I’m a big-time numbers geek, and I try to use my love of numbers to help others. I have always known that it’s important to give back, I currently lead a financial stewardship eGroup at Elevation Church, and serve as treasurer for the Mt Holly Rotary Club.
General Office Hours
|Mon||8:30 AM – 5:00 PM|
|Tue||8:30 AM – 5:00 PM|
|Wed||8:30 AM – 5:00 PM|
|Thr||8:30 AM – 5:00 PM|
|Fri||8:30 AM – 5:00 PM|
Please note that each staff members' office hours may differ from the hours listed above.