Bio
Experience
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Sage Insurance Partners
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Charlotte, North Carolina, United States
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Director of Insurance and Advanced Planning
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Aug 2021 - Present
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Charlotte, North Carolina, United States
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Independent Advisor Alliance, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Sage Insurance Partners and LPL Financial are separate entities.
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LPL Financial
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Fort Mill, South Carolina, United States
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Assistant Vice President
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Dec 2017 - Jun 2021
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Fort Mill, South Carolina, United States
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Highland Capital Brokerage
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Charlotte, North Carolina, United States
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Regional Vice President
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Aug 2015 - Nov 2017
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Charlotte, North Carolina, United States
Insurance Brokerage, consulting and sales.
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MetLife
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Charlotte, North Carolina, United States
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Regional Vice President
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Sep 2013 - Jul 2015
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Charlotte, North Carolina, United States
Insurance and Advanced Planning consultant to advisors with the MetLife Preferred Client Group (MPCG)
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National Life Group
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Charlotte, North Carolina, United States
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Regional Sales Manager
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Nov 2011 - Aug 2013
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Charlotte, North Carolina, United States
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MetLife
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Charlotte, North Carolina, United States
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Regional Vice President
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Feb 2001 - Oct 2011
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Charlotte, North Carolina, United States
Regional Consultant for Life, LTC & DI. Working with Financial Advisors with Edward Jones, Wells Fargo, UBS, Morgan Stanley, Raymond James, Merrill Lynch.
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Capitas Financial
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Charlotte, North Carolina, United States
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Regional Vice President
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Jun 1999 - Jan 2001
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Charlotte, North Carolina, United States
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CNA Insurance
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Charlotte, North Carolina, United States
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Regional Vice President
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Apr 1991 - May 1999
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Charlotte, North Carolina, United States
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Mutual of New York Life Insurance
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Charlotte Metro
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Insurance Agent
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Mar 1989 - Mar 1991
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Charlotte Metro
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Education
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1984 - 1988University of North Carolina Wilmington
Bachelor's degree, Communication, General
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