As a financial service and employee benefit financial professional, I have been honored to represent Equitable Advisors out of the Charlotte area for over 40 years. In 2019 I joined Royal Financial Partners as a senior partner. My clients range from individuals to companies with as few as one, to as many as 500 employees, primarily focusing on working with executives on their business plans, including employee benefits and retirement plans. My mission with my clients is to create a long-term relationship by providing professional service, and the empowerment for them to make the most appropriate decisions to meet their goals. I represent numerous life, health, and investment companies and continually search for the most appropriate plans and products available for my clients. Another focus that I have is working with international companies on their business and benefit plans. Through the years Equitable Advisors (The Equitable) has honored me with their prestigious Centurion, Hall of Fame, and Hallmark Awards. I am also a member of several professional affiliations including the National Association of Plan Advisors, National & Local Association of Insurance and Financial Advisors, National & Local Association of Health Underwriters, as well as a Life & Qualifying Member of the Million Dollar Roundtable.
My academic achievements include Graduating from UNC-Charlotte, The American College as a Chartered Life Underwriter. In 2014 I was selected to complete and earn a Retirement Program Certificate through The Wharton School at the University of Pennsylvania, for completing the Equitable At Retirement® Hyperlink to “my Wharton experience” page) program.
My wife Janet and I have been happily married for over 40 years. Together we have two grown children, along with four grandchildren all local to the Charlotte area. When not working, I enjoy spending time with my family and friends at the beach, fishing, playing golf, and traveling. In the community I am active with my church and am passionate about giving back through different organizations and non-profits including the USGA and The First Tee program that enables kids to build the strength of character that empowers them through a lifetime of new challenges through the game of golf.
California Insurance License #: OG39969