As co-founder of NaviPath Financial, my goal is to help clients Navigate their unique Path to financial independence. Growing up in a family of dentists and marrying into a family of business owners I have seen firsthand the many successes and struggles which take place throughout their careers. As a result of these experiences and our passion for their work, at NaviPath Financial, we work with many professionals in the dental, medical and business owner space. We also advise many individuals in their respective careers.
My hope is that by educating clients and giving them the tools to understand their comprehensive financial picture, I can build long term trust and lasting relationships that will help pursue their goals.
The goal of our practice is to be accessible, dedicated to your success and non-judgmental. We welcome the opportunity to connect and discuss your financial goals.
For business owners: My team offers business planning and bench marking strategies designed to help increase the business value and to protect the most important assets of the business. I have experience with the design and implementation of qualified and non-qualified compensation plans that can help attract, retain and reward key employees.
For individuals and families: My team offers tax sensitive investment advice, portfolio evaluations, retirement forecasting, estate planning, insurance reviews and cash flow management strategies.
I have been in the financial services industry since 2004 and registered since 2006. I hold a Series 7, 65 and 63 licenses along with Life, Health and Long-term Care insurance licenses.
As a native of the Charlotte area and after 11 years working in New York City, I decided to move my family home to launch my financial planning practice and NaviPath Financial.
I am actively involved in the UNC Charlotte Belk College of Business Alumni Council and Pi Kappa Phi.
I currently live in Belmont, NC with my wife and two young children.
Waddell & Reed is not affiliated with any other entities referenced. 11/19