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Sterling Financial Group, Inc.
Experience: Joined Sterling Financial Group in 2011. Second-Generation Financial Planner.
Credentials: Certified Financial Planner®, Registered Fiduciary®, Series 6, 7, 63, 6, Attorney
Education: B.A. UNC Charlotte, Political Science; J.D and M.B.A. Wake Forest University
Business Focus: Comprehensive Financial Planning, Advanced Estate Planning, Qualified Plan Design, Executive Benefits, Tax Planning
Family: Resides with his wife, the greatest son the world has ever created, a good dog, and a dog that’s doing its best.
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