As a financial professional with Equitable Advisors and active member of the Wayne County Chamber of Commerce, in Goldsboro North Carolina area, I am very dedicated to helping individuals and businesses build their financial futures.
Since 1981, to stay on top of my field and develop my professional skills, I have regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:
- Chartered Life Underwriter (CLU)*
- Chartered Financial Consultant (ChFC)*
- Retirement Income Certified Professional (RICP)*
- FINRA licenses: Series 6, Series 7, Series 63 and Series 65
- Retirement Planning Specialist**
My education, experience, and professional affiliations have fostered my practical approach to offering financial strategies and retirement planning services to my clients. Rather than just recommending unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you achieve your goals.
I thank you for taking your valuable time to visit my site.
*ChFC, CLU and RICP are professional designations of The American College, Bryn Mawr, PA
**Retirement Planning Specialist is a designation of The Wharton School of Business