1010 North Elm Street,
Exclusive focus on owners of closely-held construction firms
Deep appreciation for issues related to your business
Years of supporting the construction industry through volunteerism and advocacy
Ability to collaborate with the financial team you may already have in place, including surety agents, CPAs, and tax attorneys
Investment Advisory Representative of Lincoln Financial Securities Corp.
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.