Your financial health is just as important as your medical health, which is why I got into the financial industry to help people become more financially independent; in so doing, developing a plan and strategy to help them pursue their financial goals and dreams. I went to UNC-Chapel Hill School of Pharmacy and started my career as a Clinical Pharmacist at Duke Hospital. While practicing pharmacy, I earned my MBA at the Fuqua School of Business; worked in the pharmaceutical industry for about a decade, prior to transitioning to serve as a Financial Advisor. Being mindful of the lessons I had learned as a Pharmacist, one of which is to care for the whole person instead of treating a single lab result, I take a similar approach as a Financial Advisor. Rather than a single investment transaction; I help my clients, their families, and their businesses as a whole person. Taking a holistic process to help my clients realize a greater sense of financial independence, I help them understand how money works; how to save it, how to grow it, how to protect it, and how to enjoy it. Recognizing as families go through different stages and life events from cradle to the grave, I cultivate a trusting working relationship with my clients and take a comprehensive approach to develop your financial plan and strategy; taking into account your best interest while also factoring-in your risk tolerance, time horizon, and long-term as well as your near-term goals and objectives. Individuals and Families: Comprehensive Financial Planning Disability Income Insurance Education Savings Strategies - such as a College 529 Plan, Coverdell, UGMA, or UTMA Estate / Legacy Planning Fixed, Indexed, and Variable Annuities Investments - such as stocks, bonds, mutual funds, ETF’s, REIT’s, etc. IRA / Roth IRA / Rollover IRA / Stretch or Inherited IRA Life Insurance Review (Indexed Universal, Survivorship Plus, Term, Variable Universal, Whole) Retirement Analysis (Planning for and Living in Retirement) Special Needs PlanningBusinesses: 401(k), 403(b), 457, Cash Balance Plans / SEP IRA / SIMPLE IRA Business Overhead Insurance / Group Disability Income Insurance / Key Person Insurance Executive Bonus / Split Dollar / Deferred Compensation Plans Investments - such as stocks, bonds, mutual funds, ETF’s, REIT’s, etc. Life Insurance Review (Indexed Universal, Survivorship Plus, Term, Variable Universal, Whole) Succession Planning