Growing up in Charlotte, NC as the son of a teacher I understand the value of education and helping others understand complex subjects. One of the most important hats I wear as a Financial Advisor is that of an educator. I believe that the experiences of our clients are greatly enhanced by having them understand how their portfolios are designed to help them achieve their goals.
As a Financial Advisor with Nine Bridge Financial Partners, I have the privilege of being part of an extraordinary team that takes pride in working with our clients to help plan for and meet their goals. This includes helping them plan for retirement, manage investment goals, as well as planning for generational wealth transfers.
My wife, Jeannette and I spend our “free” time on our farm outside of Charlotte where we embrace regenerative agricultural practices for pasture-raised meats that we share with the community. There are many correlations between this type of farming and successful investing. They require you to be keenly observant of patterns and connections; both need diversification to succeed. A commitment to patience is also necessary to build a sound foundation through principled practices.
Jeannette and I also have 3 grown children, Joe, Dani, and Katie
CA Insurance License Number 0G24572. Resident State NC
AR Insurance Producer License # 727798