Broker Check

Designations and Honors

Certified Financial Planner™ - From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage; “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task. Anyone may call him or herself a "financial planner," but only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP Board's Standards of Professional Conduct require CFP® professionals to look out for your interests above their own when delivering financial planning advice. For more information, please visit the CFP® Official Website or download the PDF Fact Sheet. 

Chosen Dave Ramsey SmartVestor Pro® - Not just anyone can be a SmartVestor Pro. Ramsey Solutions vetted hundreds of investing professionals across the country. Each SmartVestor Pro must adhere to Ramsey Solutions Code of Conduct. SmartVestor Pros have a client-first mentality. SmartVestor Pros are committed to educating and empowering you. They don’t just offer a single company’s investment choices; they can shop around to help you reach your goals. SmartVestor Pros focus on the long term. Like Dave, SmartVestor Pros believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement. For more information, please visit the SmartVestor Pro Official Website. 

Certified Kingdom Advisor® - As a Certified Kingdom Advisor®, it is my mission to share your Christian worldview so that you can confidently navigate financial decisions as a faithful steward. Certified Kingdom Advisor® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply Biblical Wisdom in counsel, successfully completed the rigorous Certified Kingdom Advisor® coursework and examination, provided evidence of an approved professional designation (varying by discipline), or by having at least 10 years of full-time experience in their discipline, maintaining active local church involvement, and by providing pastoral and client letters of reference. Our ongoing desire is to serve the public by offering our clients Biblically wise financial advice that is rooted in the firm foundation of God's Word. Please feel free to visit the CKA® Official Website for more information. 

Certified College Funding Specialist® - If you’re concerned about paying for your children’s college, then there is no better professional to discuss your financial concerns than a Certified College Funding Specialist. CCFS® designees are some of the nation's Certified Financial Planners, CPAs, Wealth & Retirement Planners, and other licensed financial professionals. CCFS® designees are the only advisors qualified to give advice on the financial aspects of paying for college, and that’s why you can save 15-30% of your overall cost of college working with one. High school counselors, college counselors, and the vast resources available online help with the general issues of preparing for college, such as admissions, ACT/SAT prep, and college selection. A CCFS® (Certified College Funding Specialist), though, is the only resource qualified to share prudent tax, financial, cash flow, and lending advice that helps families lower the costs of college and pay the tuition bill. Each CCFS® is required to adhere to the highest standards of professional competence, ethical standards, and continuous professional education in the college financial planning field. They are qualified and committed to making financial recommendations in your best interest. For more information, visit the CCFS® Official Website. 

Elected Board of Director and Investment Committee Chair Girl Scouts of Eastern South Carolina, one of the most reputable and well-known organizations for girls. 

Pastoral Training - Graduated from the All Access program at Seacoast Church, which required a year-long commitment (including over 800 hours of in-depth, hands-on ministry training led by well-known ministry consultant, Mac Lake). Mentored an additional two years by PhD, author, Pastor, and Former Bishop Dr. Vern Jensen.