How I can help you

As a financial planning consultant specializing in business planning, I provide clients with comprehensive strategies in the fields of group benefits, business succession, and executive compensation. My goal is to help business owners spend less time working on their business and more time working within their community and doing the things they love. 

Throughout the stages of business development there are many different challenges that must be overcome. We try to take an educator's approach to overcoming these challenges by providing insight, real case studies, and best practices of those who have succeeded in their businesses. 

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning

Industry Experience
  • Banking, Finance & Insurance
  • Professional & Business Services
  • Nonprofit, Public and Professional Organizations


High School Diploma

Cardinal Gibbons High School - Raleigh, NC

B.A. in Psychology

NC State University - Raleigh, NC

Communication Methods

  • In Person