1010 North Elm Street,
Strategic Financial Planning
Over 20 years, I have found that a “politely persistent” can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
For more than 20 years, I’ve specialized in strategic financial planning for business owners, providing a sense of security in retirement planning, estate planning, and preparing for contingencies and succession. I also recognize that your team’s talent is vital to the sustained success of your business. With that in mind, I implement ways to reward and retain your key employees. Simply put, my job is to help you set the foundation for a secure future.
When I began working with entrepreneurs in construction, I knew I’d found my niche. I have the utmost respect for what you do and competing demands for your time. I’ve been called “politely persistent” and am proud to ensure my clients follow through. As an affiliated financial professional with Pilot Financial and Lincoln Financial Securities, I have access to the resources of a large broker-dealer while still providing my clients with the personal service they appreciate. It’s a wonderful feeling knowing I’m helping to ensure their businesses, families, and employees are well cared for.
As a member of Carolinas AGC, Construction Financial Management Association, and Carolinas Surety Association, I often get to travel with my clients, their families, and other advisors – something I enjoy immensely. I’ve also volunteered within each of these organizations and am most proud of my time as Chair of the Carolinas AGC Foundation.