Professional
MY MISSION
TO WALK ALONGSIDE INDIVIDUALS AND FAMILIES AS THEY DREAM ABOUT THE FUTURE AND CREATE A PLAN WHICH LEADS TO A LIFETIME OF FINANCIAL SECURITY.
MY VALUE TO YOU
As a CERTIFIED FINANCIAL PLANNER, I work with Business Owners, Physicians, Executives, and other professionals to provide a Comprehensive Financial Plan. Access to a wide array of investment services, including Northwestern Mutual's proprietary, state-of-the-art analytical retirement planning approach, allows me to create a personalizd financial plan to help clients achieve their goals.
EDUCATION
- Bachelor of Science, Samford University
- CLU® Chartered Life Underwriter
- CFP® Certified Financial Planner™
COMMUNITY INVOLVEMENT
- Spartanburg Estate Planning Council Member
- Spartanburg Chamber of Commerce
- Spartanburg County Foundation Advisory Board
- Greenville Chamber of Commerce
- United Way Hands on Greenville