We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information.

"When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and see how personal service can make a difference."

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.

Achieving goals and dreams takes consistency, a clear head and the persistence

to seek out fresh solutions, even as situations change. As an Edward Jones

financial advisor, it’s my joy to bring these qualities—along with my passion for

building lasting relationships, and even friendships—as I help my clients achieve

their financial goals.

I was fortunate to have had mentors who encouraged me on this path, from

earning my bachelor's degree at Campbell University through 20 years in

healthcare accounting, including a CFO role in the hospital setting.

 While I loved my years in corporate, helping people one at a time was where I

found the greatest fulfillment—mentoring staff members, or helping co-workers

with financial questions. So, in 2009, even as I earned my MBA in healthcare

administration and finance, I transitioned to the role of financial advisor.

My belief is that it’s critical that I invest the time to understand what you’re working

towards, before you ever invest money. Then, along with your accountant,

attorney and other professionals, I’ll be able to help provide strategies that offer

the most options for you and your family.

Take a moment and imagine yourself in retirement, how does it look? At New York Life we make sure that whatever those visions may be, they become a reality for individuals, families, and small business owners. As the New York Life agent in Chatham County, I design solutions based on your individual needs to create or fill the gaps in your retirement income strategies, protection of your assets, and legacy all which utilize a tax advantaged1 strategy focused on allowing you to keep more of what you earn. Most actions simply involve moving your current assets to the correctly allocated accounts.

Furthermore, in partnership with the New York Life Foundation, I am proud to offer bereavement training for local schools and non-profit organizations who work with children to aid in the grieving process for those who have lost loved ones, friends, or other significant persons in their lives. At New York Life we understand that life happens and after the loss of a family member, there is a need for not only financial support to pay the mortgage, debts, final expenses, and the loss of income but emotional support as well allowing for life to continue as close to normal as possible.

My goal is to ensure that everyone in Chatham County has the access to and the knowledge of the benefits of sound opportunities focusing on tax advantaged1 strategies. As a registered representative of a premier financial company with the highest ratings possible from the four major rating agencies2 and 175 years of experience serving policy holders, rest assured you can benefit from the portfolio of products, financial strength, and a history of providing value that New York Life provides. Ultimately, you will have the attention of a local person who will meet with you face to face or virtually, listen to your needs and goals to then develop a plan providing specific solutions for you.

Contact me today to get the conversation started.

¹Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

²New York Life has received the highest financial strength ratings currently awarded to any U.S.life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).

Source:  Individual Third-Party Ratings Reports as of 10/15/2020

The Jester Group’s team approach to wealth management has set us apart since 1987. As a family oriented office we are focused on working with multi-generation families in the areas of financial planning, wealth protection, charitable giving, wealth transfer, and growing wealth. We believe that gratitude and compassion should be key ingredients in the investment process in order to bring out the good that this business is capable of achieving.