About My Practice
We specialize in helping federal employees, as well as private sector employees, during their pre-retirement and retirement years. By understanding the federal retirement system and the robust benefits that are included, we are able to assist federal employees not just in their pre-retirement years, but throughout the years of retirement. We focus on ways to minimize taxes, control risk and avoid running out of money in retirement.
Our office is centrally located to be able to serve NC, SC and southern Va.
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life/ health/ medicare/ LTC
Security Licenses: Series 65
Education: Appalachian State University - business & finance
Investment Advisor Registration: Investment Advisor Representative
My Association with the Office or Firm