At SunTrust Investment Services were your trusted advisor. As your SunTrust Private Financial Advisor, I am committed to your financial well-being and delivering solutions that best fit your circumstances. Bring your investment and financial planning needs to me, and together well develop a plan designed to meet your goals. I offer my clients more than 30 years of Financial Planning experience. I follow a disciplined process of assessing my clients financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as: Financial Planning Investment Management Risk Management Retirement Planning Legacy & Estate Strategies Planning for Major Purchases Education & College Planning Regular Portfolio Rebalancing I am a native of Winston-Salem, NC and graduated from the University of North Carolina at Greensboro with a degree in Business Administration. I have served on the Alumni Advisory Board and as the Chapter Advisor of the Lambda Rho Chapter of Pi Kappa Alpha Fraternity at UNCG. How can I help you shine? 