English
“You will get all you want in life, if you help enough other people get what they want.” - Zig Ziglar
I am dedicated to making a difference in people’s lives. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
My parents and grandparents both owned small businesses in Western North Carolina. I've learned growing up that serving other people is the most fulfilling endeavor anyone can pursue professionally and personally. After 20 years in multiple industries, I've been exposed to countless amazing people with great dreams that I've been able to be a part of in small ways, but always wanted to be a bigger impact like my family was to their communities.
I'm embarking on a journey that I know and believe will allow me to do that. Helping others with personal and financial goals to accomplish protecting and growing their finances but setting a course to live their best life so they can have impact on their families and future generations like mine did for me.
I'd be honored to meet you to understand your ambitions, ease frustrations, and together develop thorough, integrated strategies to accomplish your personal and financial goals. Let's design the life you want and perhaps the legacy you want to leave.
MM202611-311872
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