Investment Services are offered through CFS*
Check the background of this firm on FINRA’s BrokerCheck
With a business degree from UNC Pembroke, I am a seasoned financial advisor committed to serving as a trusted financial partner. My approach revolves around fostering financial education, ensuring members have the knowledge needed to make informed decisions. As a great listener, I take pride in crafting recommendations that align precisely with your objectives, time horizon, and risk tolerance.
With experience in retirement planning, I dedicate my expertise to secure your financial future. Beyond the financial realm, my free time is devoted to studying economics and the stock market, reflecting my passion for staying ahead in the ever-evolving financial landscape. I find joy in Jeep rides, advocate for fitness and healthy living, and share a love for baseball.
Currently, I support branches in Ashley Rd., Ballantyne, Belmont, Central, Goodwill, Huntersville, Matthews, and Sunset Rd in NC and Rock Hill, SC. It is my privilege to guide you on your financial journey, providing customized strategies that empower you to achieve your goals and aspirations.
*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.
Ready to build your financial knowledge and a plan to navigate your financial journey? Let’s get started…
Currently, I serve the following locations: Ashley Rd., Ballantyne, Belmont, Central, Goodwill, Huntersville, Matthews, and Sunset Rd in NC and Rock Hill, SC.
You are entering a site that is not operated by the credit union. Skyla cannot be held responsible for the alternate site's content, nor does Skyla represent either party should you enter into a transaction. Please note the site's privacy and security policies may differ from those of Skyla Credit Union.
Please click “Go to URL…” to leave this website and proceed to the selected site.