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Serving Charlotte, NC and Surrounding Areas Since 1997

It's more important today than ever before to have the right financial professional by your side that will work with you to design a strategy around you, your family and your goals. By getting to truly know who you are and understanding your financial needs, we will develop an effective, targeted strategy that’s right for you, and nobody else. One that’s backed by the resources, reputation and financial strength of New York Life and built on my personalized service, experience and expertise. We are committed to making you feel confident about a secure financial future. Let us help you get started.