
Timeline
About me
Retirement Income Expert/Financial Planner/Entrepreneur
Education

Southwest guilford high school
1979 - 1980
University of north carolina at greensboro
1980 - 1984Bachelor of business administration (b.b.a.)
Experience

Oak ridge wealth management
Feb 2005 - Jun 2012Financial advisor
Gate city advisors
Jun 2012 - nowRetirement Income Specialist/Financial Planner/Entrepreneur
Investment Committee Member
Jan 2016 - nowManaging Partner
Jun 2012 - now
Licenses & Certifications
- View certificate

Ricp®
The american college of financial servicesNov 2017 - View certificate

Certified financial planner
College for financial planning
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