I am a Wealth Manager with Marzano Capital Group. With 26 years of wealth and financial planning experience. In those years I've experienced several downturns in the market and I understand how to manage client’s investments during volatile markets. I advise and manage the financial assets of affluent families and individuals, as well as, private business owners. Through the years I have helped clients from Hanes, Reynolds, Lowes Foods, Wells Fargo, Thomasville Furniture, Baptist and Novant hospitals and others retire. Through comprehensive financial planning I have created personalized plans that have enabled my clients to make prudent decisions in order to work towards their financial goals. Building trust and long-term relationships with clients is important and helps me guide my clients toward retirement.
In 2017 I joined Marzano Capital Group after building a successful practice at another firm in the triad.
As a 1980 graduate of High Point University I obtained a B.S. in Biology and minors in Chemistry and Religion. I have actively served the community including, 10 years on the City/County Utility Commission and past member of the Clemmons Stormwater Advisory Board. I am past president and current member of the Estate Planning Council of Winston-Salem, past member of the High Point University Alumni Board, member of the Davie County Chamber of Commerce and board member of Habitat for Humanity of Davie County. My wife and I enjoy travel and collegiate sporting events. We are members of River Oaks Community Church where I serve as Deacon. We lived in Clemmons from 1996 till 2019 and now reside in Advance.