Senior Financial Advisor, Principal
What fuels you every day in your work?
I am fueled by the opportunity to try to help people achieve their financial goals. I love working with clients to understand their needs and to develop a plan to help them reach their goals. I am also passionate about educating clients about financial matters so that they can make informed decisions about their money.
What do you value most in your client relationships?
I value trust, communication, and transparency in my client relationships. I believe that it is important to strive to build a strong foundation of trust with my clients so that they feel comfortable sharing their financial information with me. I also value open and honest communication with my clients so that we can work together to create a plan that meets their needs. Finally, I believe that it is important to be transparent with my clients about the risks and potential rewards of any investment or financial decision.
Where did you grow up? Where do you live now?
I grew up in Williamstown, West Virginia, until I attended Winthrop University in South Carolina. I currently live in Charlotte, North Carolina, and love the city life.
What’s the one thing people say you’re best at?
The one thing people say I’m best at is building relationships with my clients. I believe that a strong relationship is the foundation of any successful business relationship. I take the time to get to know my clients and their individual needs. I also listen to their goals and concerns. This allows me to develop a plan that is tailored to their specific situation