Located in eastern NC. I help folks achieve their financial goals.

Membership based Financial advisor

Financial Advisor

I am laser-focused on helping Canadian families achieve their financial goals. Senior Financial Advisor at Aligned Capital Partners.

Financial Advisor

Portfolio Manager

I am a consultant for Planswell with 7+ years in the industry, closing over 300 clients. I empower advisors to grow their practice.

Father, partner, friend, son, entrepreneur

Millionaire mind without the assets... Yet.