Qualifications

Professional Qualifications:
 

CERTIFIED FINANCIAL PLANNER™ (CFP®) designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

Accredited Investment Fiduciary® (AIF® ) designation represents a thorough knowledge of and ability to apply the fiduciary Practices. Through fi360's AIF Training programs, AIF designees learn the Practices and the legal and best practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

Retirement Income Certified Professional® (RICP®) designation is appropriate for individuals working in the retirement income planning field and for those with a general background in financial services.

Certified Divorce Financial Analyst® (CDFA®)- The role of the CDFA professional is to help both the client and lawyer understand how the financial decisions made today will impact the client’s financial future, based on certain assumptions. A CDFA professional is someone who comes from a financial planning, accounting or legal background and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce.

FINRA Series 7 Securities License

FINRA Series 66 Securities License

Certified Financial Planning Cetificated from Duke

Life Insurance License

Long Term Care Insurance License

Signator Investors Best in Class Qualifier, 2014 and 2015

Achieving Client Excellence, Qualifier, 2014, 2015, 2016

 

Personal Qualifications:

Resides in the Historic Oakwood Community in Raleigh

Financial Planning Association (Triangle Chapter), Board Member

Wake County Bar Association, Sponsor 

City Club Raleigh, Member

Big Brother/Big Sister Program of the Triangle, Mentor

Founder of after-school tutoring program at Washington Boys & Girls Club

B.S., Chemical Engineering from North Carolina State University

Graduate of Woodberry Forest School