Background
I am a Premier Banker with Truist with over 20 years of experience in the Financial Services Industry. As a Premier Banker, I specialize in holistic Financial Planning. My purpose is to help empower individuals and families to achieve their financial goals by providing personalized guidance, comprehensive strategies, and ongoing support tailored to their unique needs and aspirations, while providing an exceptional experience. I do that by asking questions and challenging you to think about how you can achieve your financial goals through that planning. I also partner with a team of professionals that I can bring in to help with any and all financial needs you may have.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal interests
When not working, I enjoy playing tennis and hiking. Also, I am an avid sports fan, and a goal of mine is to visit every Major League Baseball Stadium in the country. I have some work to do in hitting that goal, but I am enjoying the challenge.