My role at TFA
I help our clients’ portfolios align with both our investment philosophy and the client’s individual wants and needs. Maybe a more artistic way to say this is that I apply award-winning investment research to award-winning financial planning.
My motivation
Rather than working for the benefit of some faceless company – I like helping real people who I know personally and making a quantifiable positive impact on their lives.
My life outside of TFA
I like to cook things I grow in my garden, travel, and watch trash reality TV with my wife.
I live in Greensboro with my wife, Corinne, and my Pomeranian, Arlo.
Worried about retiring? Do you feel personally and financially ready to retire? If the answer is not a solid, Yes, then it’s time to reach out for help in setting yourself up for success.
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