financial planner - retirement services

I am the investment advisor representative for Carolina Capital Solutions, LLC.  You can count on me to help you with financial and insurance options so you can

Retire Your Way

Call me at 919-943-5577 today to get started on your path to financial wellness.

I believe in financial wellness. The definition of financial wellness according to the CFPB-Consumer Financial Protection Bureau is “a state of being wherein a person can fully meet current and ongoing financial obligations, can feel secure in their financial future, and is able to make choices that allow them to enjoy life.” My mission is to assist business owners, their employees, and their families to have that sense of financial wellness. I assist with retirement solutions for businesses, business owners, and families that include:

Individual Retirement Accounts
Carolina Chamber Retirement Solutions 401K 

I love my community and actively serve through various organizations which include the local Chambers of Commerce, Rotary, and Ruritan National. I like to lend a helping hand and volunteer for worthy causes such as Habitat for Humanity, Guiding Lights, North Carolina Alzheimers Association, Big Brothers Big Sisters, and the local Rescue Missions.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.