Education

B.S., Memphis University

Career Experience

Financial representative since 1983 focusing on services for closely-held business owners. Also experienced in mergers and acquisitions. Focuses on business succession and estate planning, planning for retirement and executive compensation insurance.


Products and Services Offered

Life Insurance

Trust and Estate Planning Strategies

Retirement Plans

Fringe Benefits

Disability Insurance

Long Term Care (LTC) Insurance

Business Continuation Planning


Memberships

Estate Planning Council of Charlotte

Member American Society of CLU/ChFC

Member Charlotte Life Underwriters Association

Member National Association of Life Underwriters

Member, Premier Producer Group National Life Insurance Company**

Charlotte South Rotary - Past President

Member, National Life Insurance Company Agents' Advisory Committee