Financial Services

Introduction: I help businesses and families get out of debt, protect their assets, and invest for the future. I have worked with clients in North and South Carolina through individual consultations and/or finance presentations in a group setting. I am a strong advocate for Dave Ramsey's baby steps. Any communication and consultation is free. Before going into financial services I taught middle school choral music for five years. I see myself as teacher first, a financial adviser second. Many of my clients that work with me have become part of my life, and I theirs. My consultation and planning advice is always based on what I would do if I were in your shoes. It's easy to enjoy doing what you do when it's based in helping others.