Professional Focus
- Financial and Retirement Planning
- Tax Efficient Investing Strategies
- Retirement Income Strategies
Education
- UNC Chapel Hill
Experience
- Financial Consultant, over 30 years
- Joined Legacy Wealth Strategies, 2020
- NC House of Representatives
Professional Affiliations
- National Association of Insurance and Financial Advisors
California Insurance License #: OL96592
Securities and investment advisory services 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.