EVP, National Sales, SWG
Senior Wealth Advisor, RJFS
How do you empower your clients to live their Signature Life?
I am married with two children, a daughter who attends the University of Tennessee and my son who is in high school. In between family and connecting with my community, I am continuously researching finance and market shifts and trends to serve my clients best.
What can you tell us about your professional journey?
From starting my career as a wholesaler in 1999 to co-founding StoneStreet Wealth Management in 2015, I have always been known to put in my full attention and talents to any endeavor. After receiving my Bachelor of Science in Marketing and Management from Kutztown University in 1992, I then graduated from the Securities Industry Institute sponsored by SIFMA and the Wharton School in 2014. I worked to become a leader in wholesaling, and then made the transition to Lincoln Financial Group, where I was quickly promoted to Divisional Sales Manager and then National Sales Manager and Head of Fixed Sales. Though I loved managing multi-billion dollar businesses, eventually the travel became tiresome, and I made my way from Wall Street back to Main Street by joining forces with Ealon S. "Tripp" Thompson III to found StoneStreet in downtown Mooresville, North Carolina.
Managing Your Money Doesn’t Have To Be Complicated
When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.