Office Location:
503 Carthage Street
Suite 203
Sanford, NC 27331
Using an uncommon knowledge approach to finances, I teach individuals how to organize, protect, to be world class savers*, invest and then use what resources they have to help them obtain their financial goals. Traditional financial thinking is why so many people have not and may not reach their full financial potential. I know and understand how important financial decisions can be for a family and for a business because I have provided this service to individuals and small businesses since 1987.
Specialties: Retirement Planning, Estate Planning, Small Business Planning, Investment Advisor and helping people to achieve their financial goals.
Education: Bachelor of Science from NC State University in 1978
Experience: I have been working in the insurance and financial service industry since 1987.
Service Club: Rotary Club of Sanford and Past District Governor of District 7690.
Member and Deacon at Broadway Baptist Church.
Hobbies: Playing golf, spending time at the Beach, spending time with my family, mission work and serving the Lord.
*Guardian considers someone who saves at least 15-20% of their income to be a World-Class Saver.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.
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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
