Our Qualifications

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s financial goals. My personal goal is to become a lifetime resource for each and every client.


- Fixed and Variable Annuities
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- IRA Consolidation/Rollovers
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Medicare Supplement Coverage
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
- Fee Based Financial Planning


- Service at MetLife from 1986 - June 30th, 2016
- Licensed to sell Life & Health Insurance in
      NC, FL, SC, TN, VA, GA, LA & NY
- Registered to offer securities products in
      NC, GA, OR, SC, NY, VA, LA, OH, CT & OK     
- MetLife Leader's Conference (1989, 1990, 1996 & 2003)

- MetLife President's Conference (1988, 1991-1995, 1997-2001, 2004-2012, 2014)
- Financial Planner since 1993
- Earned the Chartered Life Underwriter CLU® designation in 1994
- Earned the Chartered Financial Consultant ChFC® designation in 1995
- Earned the Certified Financial Planner CFP® practitioner certification in 1999
- Earned the Chartered Advisor for Senior Living CASL® designation in  2012
- Earned the Retirement Income Certified Professional designation RICP® in 2016