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 Advisor (ATFA)
- Certified Exit Planning Advisor (CEPA)
- Accredited Estate Planner (AEP)
- Involvement
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- Charlotte Estate Planning Council, Member
- Financial Planning Association, Member & President
- Greenville Estate Planning Council, Member
- XPX (Exit Planning Exchange), Member
