Experience
- Experience
- In the banking industry since 2000
- Specialties
- Business Retirement Plan Services, Charitable Giving, Estate Planning, Individual Retirement Accounts (IRAs), Investment Management, Personal Retirement Planning, Probate & Estate Settlement, Trust Administration
- History
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- Senior Wealth Advisor
- Business Development
- Education
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- Bachelor's Degree, Trust Management & Financial PlanningCampbell University
- Accredited Trust Financial AdvisorAmerican Bankers Association
- GraduateCannon Trust School
- Involvement
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- Bechtler Museum of Modern Art
- Charlotte Emergency Housing, Volunteer
- Charlotte Estate Planning Council, Member
- Financial Planning Association, Member & Past President
- Habitat for Humanity, Volunteer
