With almost 4 decades of experience in insurance and investment planning, I enjoy educating clients about investing, insurance, wealth preservation, and developing sound retirement strategies. My specialty is wealth accumulation and preservation for pre-retirees and retirees.
Growing up, I learned the values of working hard and treating everyone with respect. I recognize that everyone is worthy of my time and attention. My motto is: You never know which acorn will become an oak—or who may trust you enough to offer referrals.
I believe in the importance of seeing results versus the amount of time and energy needed to get there—which is why I coined the Sundown Rule: If I don’t have an answer to a question or service need right away, I’ll call you back prior to sundown.
Outside of being a husband, dad, grandpa, and friend to others, some of my proudest accomplishments include being a past participant in the Strategic Coach Program for Entrepreneurs, a past president of the local Life Underwriters Association, and a previous Life Underwriter of the Year award recipient.
A North Carolina native, I graduated from Barton College (formerly Atlantic Christian College) where I earned a Bachelor of Science in Business Administration. I’m a family man who is devoted to my faith. Outside of work, I enjoy spending time with my family, traveling, hunting, and fishing.