How I can help you

I can help you to operate and manage your business and with finance, accounting, strategy, planning, operations, and management.

I am a Certified Financial Planner with experience owning and operating a Financial Planning practice under Raymond James Financial Services, Inc, delivering advisory services with Morgan Stanley, and as an internal auditor with a community bank. I also managed transportation services for RPS (now Fedex Ground) for 10 years.

My industry experience is in banking, financial services, insurance, construction, industrials, utilities, transportation and warehousing.

I am a former President of Rotary Club and the County Party Chairman of the New Hanover County Republican Party.

Interested? Let's talk.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations
  • Human Resources & Internal Communications

Industry Experience
  • Banking, Financial Services and Insurance
  • Construction, Industrials and Utilities
  • Transportation and Warehousing

Education

B.A., Political Science

 

B.S., Finance Certified Financial Planner


Communication Methods

  • In Person
  • Phone