Since my initial flight training in 1987 I have had two passions, flying and investment planning. Whether you are flying cross country or planning on entering retirement both need a detailed plan based on accurate information.
As pilots we obtain the latest weather, aircraft status, and departure/arrival conditions to safely conduct our flight prior to “taking off”. As an investment advisor, we are obtaining the latest assets and liabilities, asset allocation, and retirement spending to ensure you can safely retire before you “take off”. For 22 years I have helped a select group of qualified individuals, business owners, and their families navigate through some of our most challenging markets. Few moments are more uncomfortable than flying an older aircraft in bad weather, low on fuel, with limited options. For retirees it can be just as uncomfortable seeing their retirement funds being depleted by incorrect asset allocation, taxes, and unsuitable recommendations.
We do not have quotas, sales contests, or proprietary products to sell. As a business owner I have the flexibility to run my practice in a way that puts our client’s interest ahead of our own or our broker dealer.
I joined A.G. Edwards & Sons in 1999 as a financial advisor (which then became Wells Fargo Advisors). After ten years of growing my practices I transitioned to Wells Fargo Advisors Financial Network in 2009 opening the first such practice in the Raleigh Market. I later merged with two former A.G. Edwards advisors to form First Flight Financial Advisors. As a group we have over 100 years of experience with the best assistant in the industry. Prior to joining A.G. Edwards, I founded a consulting engineering and contracting firm which I managed from 1991 to 1998.
Attended the U.S. Army Rotary Wing Course from 1986-1987 and C-12 Fixed Wing Course in 2004. From 1987-2008 served as a dual rated Army Aviator in the Army National Guard and Army Reserves piloting the UH-60 Blackhawk and C-12 King Air.
When not in the office you can find me at the airport flying (talking about flying), skiing, playing ice hockey, or relaxing down at Holden Beach. My wife Kristi and I now get to sit back and watch our three children Laura, Sean, and Kaitlin as they transition to adults with careers and families of their own. Both Kristi and I are active at Saint Anthony of Padua Catholic Church. I recently joined the Cumberland County Squadron of the Civil Air Patrol where I plan to continue to serve our community as a pilot conducting search and rescue missions and disaster relief.
