Professional Focus:
- Small Business Planning
- Tax Efficient Investing Strategies
- Retirement and Succession Planning
- Estate Planning Strategies
- Wealth Management
Education:
- BS in Management concentration in Finance, North Carolina State University
- BS in Management concentration in Entrepreneurship, North Carolina State University
Experience:
- Equitable Advisors, 2018
- Mutual of Omaha Advisors 2016
Securities
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.