I am so blessed to be able to make a living by helping others as well as their communities. Each day I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s rewarding to be able to do what I do.

Apex and surrounding communities.

life insurance, annuities, mutual funds and variable annuities.

anyone who has a desire to improve their current financial situation.

the University of North Carolina at Chapel Hill on a baseball scholarship.

my family.

worked with a local insurance company helping people with their car and home insurance needs.

I had never seen an organization give so much back to the communities it is involved in while at the same time helping families with their financial planning.

sitting with people and putting plans in place to help them achieve their financial goals.

I was able to help a local man who had recently lost his wife to cancer after the birth of their third child. This was through our Matching Fund Program,