I am passionate about helping advisors build strong, successful practices that provide holistic advice and guidance to their clients.
I am passionate about helping advisors build strong, successful practices that provide holistic advice and guidance to their clients. I believe the best way to do this is to create a culture of inclusiveness and support, and demonstrate the value of coaching and teamwork as well as community involvement. MassMutual Carolinas is a relationship-based firm with a cadre of diverse, top-tier advisors who are purposeful, visionary, and who genuinely care about the firm and our clients. We thrive on teamwork and performance, and are proud of the high ethical standards we hold. I’m proud of our firm’s commitment to develop the professional success of each and every advisor.
Personally, family is what drives me. I’ve been married for over 10 years to my wife, Kelly, and we have a daughter, Hudson and son, Everett. I enjoy playing golf with fellow members at Cabarrus Country Club, spending time at the beach with family and attending both collegiate and professional sporting events. Go Niners! Go Panthers! Today, I am focused on providing a premier platform for advisors and clients alike to achieve success.
Specialties: Series 7 and 66 registrations; Life & Health, Property & Casualty, ongoing investment and insurance planning services to individuals, families, and business owners.
