Describe your job/company.
We are the guardians of the wealth of the most productive people on the planet.
We help our clients with insurance, investments, retirement, college plans, employee benefits, 401(k) plans, and more.
It’s not as bad as you think. In fact its better than ever!
Ignore the talking heads on television. Everyone in journalism has an agenda they are pushing, a narrative they are trying to get you to buy into, and another negative story to push in your face. I have no agenda to push. I plan to share facts. The US economy is stronger than ever. The balance sheets of US corporation are better than they have ever been. Inflation is here. Interest rates are changing. The stock market is volatile. What is going on? Come and hear facts about our economy, small businesses, tax reform, the stock market, and why the next few years may be the best ever for Charlotte, small businesses, investors, and you.
What do you do for fun?
Most of our activities are kid centered because we have so many! When we have a date night, my wife and I love live music, good food, and great cocktails.
Three awesome things you’ve done / you’re proud of:
1. I married my wife and we have 6 beautiful children.
2. I started my business 10 years ago and have grown every single year for the last 10 years.
3. I served our country in the US Army for 8 years.