As a CERTIFIED FINANCIAL PLANNER™ professional in Fort Mill, I work to help people reach their financial goals and live their best life.
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One of my most vivid memories from my high school basketball career didn't happen in front of a large crowd. In fact, the crowd was essentially non-existent, but that didn't matter. Here's the setting: Each summer, our varsity basketball team would attend camp as a...
My first football practice in high school was nothing like a traditional football practice. There were no helmets or pads. No one was wearing cleats. There was no football field. Instead, there was about 75-100 young men wearing t-shirts, shorts, and running shoes. We...
Want to have a good laugh? I recently took a few moments to review my personal and investing goals for 2020. That’s right—I actually set goals for things I wanted to accomplish this year. Imagine that? Recently, I went back to the notebook where I’d written down my...
Finding an objective financial expert that you can trust is not easy. I’ve broken it down into 6 simple steps!
Every day you make decisions that can have an impact on your financial future. Your personal values, beliefs, and habits are paving the roads that will take you to your financial destiny.
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER™️, CFP®️ (with plaque design) and CFP®️ (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.