Senior Advisor

• Jan 2022 - Present

Advisor

• Sep 2016 - Jan 2022

Skee serves a growing number of families and organizations in achieving their financial goals. Through holistic financial planning and advisory services, he partners with clients to bring clarity and confidence to their unique and complex financial decisions. Skee also serves many of the firm's key relationships alongside a team of other advisors and associates.

Senior Financial Services Officer

• Jan 2012 - Sep 2016

As a Senior Financial Services Officer, Skee provided a variety of member services such as opening and maintaining deposit accounts, originating and servicing loans, and handling financial transactions in person and over the phone. He also provided financial advisory services to the credit union membership, including but not limited to, insurance services and planning, investments, estate planning, tax preparation, retirement planning, and general financial planning and counseling. In addition to providing superb financial services, SECU plays a major role in communities across North Carolina by offering many additional services such as free to low-cost tax preparation in branch offices, philanthropic outreach through the SECU Foundation, and financial education for students. Show less