My wife, Lorie (a dental hygienist with James Boggs DDS) and I along with our children, Ava and Jackson, are active at Concord Church in Granite Falls, North Carolina. Additionally, we have a 4-legged family member named Izzo, a shorkiepoo.

In my free time I enjoy:

• spending time with my family
• participating in F3
• Brother Night ministry
• Participating in Worship-Praise.

I specialize in the following:

    •    Retirement income planning

    •    Investments

    •    Insurance

    •    Estate strategies

    •    Tax-Efficient plans Strategies

I will help you:

    •    Invest with purpose and manage your portfolio

    •    Prepare to transition savings to income

    •    Support your local church or community

    •    Live Generously

• FINRA Series 6
• FINRA Series 63
• Life & Health Insurance Licenses
• BA from Michigan State University
• CFII Licensed Pilot

“The more that you read, the more things you will know. The more that you learn, the more places you’ll go.”

― Dr. Seuss

“Education is simply the soul of a society as it passes from one generation to another.”

― GK Chesterson

“Learning never exhausts the mind.”

― Leonardo da Vinci

“Educating the mind without educating the heart is no education at all.”

― Aristotle

“Leadership and learning are indispensable to each other.”

― John F. Kennedy

“The direction in which education starts a man will determine his future life.”

― Plato

“The beautiful thing about learning is that nobody can take it away from you.”

― B.B. King