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General Info
In my role as a Financial Advisor for Prudential Financial, my focus is to provide honest service and financial strategies that will help my clients achieve their personal financial goals. My mission is to be a trusted financial resource for my community by providing a variety of financial products combined with superb service. I believe that financial education is an essential part of life planning, and I’m happy to share my knowledge with you. Prior to starting my career with Prudential, I attended College of Charleston and I received a Bachelor of Science degree in Finance and minor in Data Science. When I’m not helping my clients achieve their financial goals, my hobbies include working out, playing sports, and relaxing. I feel that my unique combination of educational, professional, and personal experience has helped me become the successful Financial Advisor that I am today. Contact me today to learn how we can work together to create a custom strategy that will help you reach your personal financial goals.
Reviewing my client’s needs on a regular basis, and suggesting strategy adjustments as necessary, Helping clients meet their protection needs through a variety of insurance products., Creating, developing, and maintaining relationships with new and existing clients, Completing the fact-finding process to allow for thorough understanding of my clients’ financial goals and needs., Assisting in the clarification, understanding and quantification of client’s financial goals and needs., Developing customized ideas and solutions for each one of my clients..