CEO and Wealth Consultant

• Jan 2013 - Present

Securities and Advisory Services Offered Through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.This communication is strictly intended for individuals residing in the State of : AL, AR, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, MD, MO, NC, NJ, NH, NY, NC, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and servicesPlease review our Terms of Use here: www.commonwealth.com/termsofuse.html

Wealth Consultant

• Mar 2010 - Jan 2013

Board Member

• Jul 2020 - Present

Wake County SmartStart is a nonprofit organization with the mission to build the capacity of families and the community to prepare children for success in school and in life. Officially formed in 1996, Wake County SmartStart works to improve the quality, accessibility and affordability of child care, provide preventive health and early intervention services and offer family support services. Together, community volunteers, staff members, child care providers, schools, organizations, and local businesses all strive to realize SmartStart's mission and build a strong foundation for children's learning and development beginning at birth.

Founding Member, Treasurer

• 2016 - Present

The Cornerstone Study Group fosters an environment for personal and professional development. Our group binds creative, innovative, hard-working and successful financial professionals together for brief, productive meetings twice a year. The purpose is to provide mutual support and growth in an educational context where we can broaden our perspective on our industry, our careers, and running our businesses. The group was created in 2016 and was modeled after and supported by The Pinnacle Group, which was founded in 1995.

Member

• Sep 2022 - Present

The Wake Estate Planning Council (WCEPC) is a local affiliate of the National Association of Estate Planners & Councils (NAEPC), a national organization of professional estate planners and affiliated estate planning councils, focused on establishing and monitoring the highest professional and educational standards. The mission of WCEPC is to promote the interest of the public by providing an educational forum for estate planning professionals from various disciplines and to foster cooperation and share ideas relevant to the estate planning process.

Member of the UNCW Alumni Association Board of Directors

• 2008 - 2017

The UNCW Alumni Association Board is an elected group of volunteers that help guide and advise The UNCW Alumni Association. The association is the lead supporter in the university's strategic vision. Its purpose is to connect and involve alumni, students and friends in the promotion and advancement of the university. The association serves all Seahawks, requiring no fee to receive benefits or participate in chapters. It engages alumni with one another, and in the life of the university and its students, through regional, affinity, reunion, student and career-based programs, encouraging alumni to get informed of opportunities to connect; be involved as event attendees, volunteers, mentors, employers and ambassadors; and invest in UNCW by giving back philanthropically.

Investment Advisor Representative

• 2007 - 2010

Provided strategies to individuals and businesses on Wealth Management, Retirement Planning, Investment Strategies and more. Provided strategies to individuals and businesses on Wealth Management, Retirement Planning, Investment Strategies and more.