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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The first time I ever had to face tryouts for a basketball team, I was cut. I was in the 7th grade, and middle school teams didn’t have different teams for different grade levels. There was one team. You either made it, or you didn’t. I can still remember going to...
When I was a young boy, my mom and dad bought a baby blue cadillac. I don’t remember much about the car itself, but I do recall that it was a big deal to have a cadillac in the 80’s. I suspect it was similar to owning some of the luxury brands we know today. The...
I cannot be trusted with chocolate chip cookies. For me, they are the ultimate diet buster. After years of thinking I could somehow learn to practice moderation, I've come to the conclusion that my only successful strategy is to keep them out of my house. Any cookie...
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. Form ADV and CRS 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.