Office Location:
6115 Park South Drive
Suite 200
Charlotte, NC 28210
Thank you for landing on the Consolidated Planning website and clicking on my bio.
Born in Richmond, Virginia and steadily moving south; following graduation at Virginia Commonwealth University, I have always been a “people person”.
Following successful stretches in industrial chemical sales and collision center management, I assisted my parents with planning for retirement, as I have a passion for learning about markets, products, and safety/protection. Now in my thirteenth year, my approach is consultative and wholistic.
When I’m not meeting with clients; reviewing, planning, and assisting with their goals and concerns, I have a variety of interests. These include spending time with my kids, Madelyn 19, and Jack 17, golf, reading, cooking, and playing drums in a local covers band.
I invite you to reach out to me, and let’s get started.
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
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
