At Truist Investment Services, Inc. were your trusted advisor. As your Truist 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 25 years of financial services experience, and have earned the professional designation of Chartered Retirement Planning Counselor. 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 Managing Debt Education & College Planning Regular Portfolio Rebalancing I am a native of Chicago, IL and graduated from Northeastern University in Boston, MA with a Bachelor of Science in History. 