As a financial service and employee benefit financial professional, I have represented Equitable Advisors in the Charlotte area for over 25 years. My clients range from individuals to companies with as few as one and as many as 500 employees. My business focus is working with executives on their business plans, including employee benefits and retirement plans. I represent numerous life, health, and investment companies and continually search for the most appropriate plans and products available for my client. Another focus that I have is working with international companies on their business and benefit plans.
My mission with my clients is to create a long term partnership by providing objective service, and the empowerment to make the most appropriate decisions to meet your goals.
My academic achievements include: Graduate of UNC-Charlotte, The American College as a Chartered Life Underwriter 1989.
Through the years Equitable Advisors (The Equitable) has honored me with their prestigious Centurion, Hall of Fame and Hallmark Awards.
I am a member of several professional affliliations including the National & Local Association of Insurance and Financial Advisors, National & Local Association of Health Underwriters, Life & Qualifying Member of the Million Dollar Roundtable.
My wife Janet and I have been married for 29 years and live in Charlotte, North Carolina. We have two children. In the community I am very active with my church, Habitat and several international and non-profit organizations, including the French American Chamber.