- Monday: 9am - 5pm
- Tuesday: 9am - 5pm
- Wednesday: 9am - 5pm
- Thursday: 9am - 5pm
- Friday: 9am - 5pm
- Saturday: Closed
- Sunday: Closed
5003 Falls Of Neuse Rd, Suite E,
Raleigh, NC 27609
As a financial advisor, I believe it is vital to invest my time in understanding the goals you are working toward before you invest your money. Working with your CPA, attorney and other trusted advisors, I can help determine the most appropriate financial strategy for you, your family and future generations. This holistic process helps my clients in saving for retirement, planning for education expenses and estate considerations.
In 2009, I began my Edward Jones career in Raleigh, NC. I became a limited partner with Edward Jones in 2015.
I grew up in a blue-collar family in Buffalo, NY. I worked my way through college at the University of Buffalo, graduating cum laude with a bachelor's degree in business and an MBA in international management and marketing, in only five and a half years. My education included two study abroad programs; the first in London, and the second in Queretaro, Mexico, where I learned fluent Spanish. All of this taught me the importance of hard work, customer service and effective communication with people of various backgrounds and cultures.
I serve on the boards of the North Raleigh Exchange Club and SAFEchild of North Carolina. Though I have no children of my own, I believe we need to protect the most innocent and helpless among us. It's no coincidence that the mission of both organizations is the prevention of child abuse.
My Branch Office Administrator, Jennifer Knight, helps to ensure our clients receive the highest level of service. Please call on her for help with banking options, statements, tax form copies and general account questions.
I look forward to using my established process to customize a strategy to suit your needs and help you reach your goals.