Investment Services are offered through CFS*
Check the background of this firm on FINRA’s BrokerCheck
Working with me, you’ll quickly find out that my financial planning philosophy is this: I believe in a simple, straightforward, hands-on approach that is based on mutual trust, open communication, and an ongoing relationship.
I’ve been advising Skyla clients since 2016 after moving down from Ohio to join the CFS team.
Born in Jamaica, I have more than 20 years of financial service industry experience and am strongly committed to listening to your individual needs, learning your story, and helping to ensure you’re able to realize your financial goals.
I’m active in my church, enjoy trying new restaurants and helping others, and have a particular passion for serving my family, community, and Skyla members.
Currently, I serve the following locations: Asheville, Kings Mountain, and Forest City.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA / NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**For specific tax advice, please consult a qualified tax professional.
Your financial future is waiting. Let’s start crafting the plan to help you realize your goals.
Currently, I serve the following locations: Asheville, Kings Mountain, and Forest City.
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