Wealth Financial Group Southeast
“Wealth Strategies for Life & Retirement” is more than just a statement of our client focus. It is the centerpiece of our mission to help ensure that each client truly enjoys what’s most important: the relationships and activities in their lives.
After 19 years in Senior Management roles all driven by serving our client’s needs, I made a decision to become a Professional Financial Advisor. As in my previous career our aim is simple; to exceed our client’s expectations with integrity, honesty and respect. Since entering the profession over eight years ago, we continue to participate in ongoing educational endeavors nationwide, related to Financial Planning, Tax, Legal, Estate and Insurance topics that keep us apprised of the best available options for our clients.
As Wealth and Retirement Planning specialists, we are committed to customizing plans for your life’s financial priorities to ensure they are accomplished. We realize everyone has a unique set of circumstances, and we focus on listening and learning about what’s important to you, then begin to develop suggestions and strategies to help you realize the life you want.
When partnering with us, you will have access to all of our resources including those professionals in the Tax, Legal, Estate & Financial Planning arenas who are part of our nationwide alliance with Wealth Financial Group. We are pleased to partner with some of the best and brightest minds in these areas of expertise. They help us deliver accurate alternatives for our clients that deliver maximum benefit.
As a native North Carolinian, I am a member of The Better Busines Bureau, a member of The National Ethics Bureau - a leading advocate for business ethics in the financial services industry and an Authorized Advisor for American Trust - one of the nation's premier Retirement Planning Firms, specializing in company sponsored 401K plans; as well as Individual Wealth and Tax Strategy solutions. We also support philanthropic organizations which reach out to others in need in our community.
7400 Carmel Executive Park Dr. Suite 325
Charlotte NC 28226
Ph: 704.926.7555 (office)
Ph: 704.351.1977 (cell)