How I can help you
I can help you to operate and manage your business and with finance, accounting, strategy, planning, operations, and management.
I am a Certified Financial Planner with experience owning and operating a Financial Planning practice under Raymond James Financial Services, Inc, delivering advisory services with Morgan Stanley, and as an internal auditor with a community bank. I also managed transportation services for RPS (now Fedex Ground) for 10 years.
My industry experience is in banking, financial services, insurance, construction, industrials, utilities, transportation and warehousing.
I am a former President of Rotary Club and the County Party Chairman of the New Hanover County Republican Party.
Interested? Let's talk.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
- Human Resources & Internal Communications
- Banking, Finance & Insurance
- Transportation & Warehousing
- Manufacturing & Industrial
B.A., Political Science
B.S., Finance Certified Financial Planner