Office Location:
107 Sloan Street
#3
Clemson, SC 29631
Personal Background:
I have always had a passion for helping others. I have lived in the upstate of South Carolina for over 15 years and now have been in the financial services sector for 8 years. I have two Catahula Cur/Pitbulls and enjoy yard work, golf and live music.
Professional Philosophy:
My goal is to empower clients to gain more confidence and to enjoy a better quality of life. I joined Consolidated Planning, Inc. to help clients understand their full
“financial picture”. My objective is to help clients develop a vision and work with them to achieve their financial objectives.
My particular focus is working with families and small business owners. I assist clients in developing their own customizable plan with comprehensive strategies designed to allocate every dollar on their personal balance sheet. I address optimizing cash flow while paying down debt. I also help clients with college funding, wealth transfer, and any other concern my clients may encounter.
Strategies:
Improved Level of Savings
Improved Cash Flow Management
Tax Efficiency Strategies
Protection Strategies
Minimizing Debt Strategies
Financial Balance and Confidence
Registered Representative & Financial Advisor of Park Avenue Securities & Financial Representative
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2022-147105 Exp 12/24
