About me

I am a financial advisor with over 30 years of experience.

I provide comprehensive financial planning - customized for you based on your specific goals, risk tolerance, and time horizon.

With more than 30 years of experience in financial services, I am committed to providing my clients with the highest level of professionalism and personal service. I concentrate on comprehensive retirement and financial planning, serving individuals and small businesses. One of my specialties is helping people rollover their 401k accounts with prior employers to self-directed IRA accounts. Once I fully understand my client's goals, I will recommend a suitable investment program and monitor it on an ongoing basis.

Before becoming a licensed Financial Advisor in 2001, I worked as a Financial Operations Manager. I have worked in the Financial Services field my entire career.

I earned a BA degree in Economics from North Carolina State University (1978) and a MBA degree in Finance from Tulane University.(1980) I also hold Registered Investment Advisor and insurance licenses.

I am active in my local community, where I'm a member of First Presbyterian Church and the Concord Rotary Club. I'm a past President of the Board of Directors of Cabarrus Meals on Wheels.  

I am licensed as a registered securities representative with Capital Investment Companies, a registered broker/dealer and member of FINRA/SIPC.  Capital Investment Companies provides compliance, sales supervision, investment advisory, insurance and accounting services for Bell Wealth Management.