Insurance Strategies, Retirement Strategies
English
As a financial services professional at MassMutual Carolinas, I help my clients identify their goals and map out a plan to pursue their financial freedom. With over 25 years of professional experience in finance, technology, and management, I am an expert in creating efficiency, ensuring quality service, and various process improvement methods. I earned a BSBA in Finance from UNC Charlotte and am a Lean Six Sigma Black Belt Professional (LSSBB).
My journey into the financial industry began in 1989 with Waddell and Reed Financial Services as a Registered Representative and have enjoyed serving clients from all walks of life. I am excited to continue my career at MassMutual Carolinas. My passion lies in being a blessing to others, assisting them in making impactful decisions that improve their family's way of life and create a lasting legacy.
My vision for helping my clients is centered on helping my clients build wealth and minimize the risk of a loss of a loved one. I am an active member of the American Legion and enjoy cycling, various sports, outdoor activities, listening to music, and live concerts. I was born and raised in Charlotte and continue to serve my community with dedication and expertise.
CRN202705-6534878
Check the background of this investment professional on FINRA's BrokerCheck
UNC Charlotte (1987-1990)
American Legion