Overview

I'm a financial wholesaler. I have 20 years of industry experience. I built a book in my 20's and decided to make a change after 7 years of successful advising to follow a career as an annuity wholesaler becoming one of the top wholesalers in our company
I am now in my early 40's and I have young children and a wife with some chronic medical issues.
I need to get off the road and put my family first.
I have been very successful in every business venture in the financial service arena and I have a wealth of knowledge in marketing.
I would be an honest, hard working advisor looking to help transition a practice from an existing advisor to myself.
I am an annuity expert, but I also spent the beginning of my career placing clients into managed money, mutual funds, etc. and believe a full range of investment strategies.

I currently wholesale annuities, insurance, and 401ks giving me a diverse background to help clients to achieve their goals.

I currently live in Raleigh NC area where I have the most business contacts.

I graduated from the University of Chapel hill business school.

Last Activity
this week

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