I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC. I graduated from Wofford College in 1996.
I became an agent with New York Life Insurance Company in 2012 and have worked in the financial services industry since 1996. I live with my wife and 3 kids in Polk County, NC, and am a proud member of the community. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended
04/09/2026
Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:
https://bit.ly/4sWuh3X
And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.
I do not provide tax advice. Please consult with your own tax advisor for tax advice.
03/12/2026
A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:
https://bit.ly/4ur5g1Z
If you have questions on financial and retirement strategies, I'd love to connect and talk it through.
02/28/2026
Life insurance is a love that transcends language!
02/27/2026
A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.
02/26/2026
Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:
https://cnb.cx/4aXLQJl
If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.
02/25/2026
You had me at life insurance.
02/23/2026
Life insurance is love insurance!
I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!
02/20/2026
Stephen sadly lost his young wife to cancer. Her life insurance policy helped her family pull through. You're never too young to get life insurance and
02/18/2026
You can't always predict the future, but you can give yourself and your loved ones peace of mind.
02/16/2026
We could fill a book with all the ways life insurance shows your family you love them.
02/16/2026
Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!