Broker Check


To help you understand your own financial situation better, I host a monthly live WebEx Webinar in which you can participate from your own computer.  Each Webinar will be recorded and made available to you at any time via my YouTube Channel by clicking on the icon at the top of the page.


September 18, 2019

12:00p - 1:00p

Travinia Italian Kitchen & Wine Bar

Senior Industry Networking Lunch

The Senior Industry Networking Lunch is a monthly luncheon event where those in the business of caring for seniors can network, share referrals, learn of new industry trends and advance their careers.


September 19, 2019

12:00p - 1:00p

Brixx Wood-Fired Pizza

Triangle Prof in Career Transition

This is a Meetup for those who may be currently in a career transition or who may be looking to transition out of their current position of employment. We will introduce each other, state our current status and look to mutually-develop our networks.


September 24, 2019

6:00p - 7:00p

Women, Money, and Power

Compared to women before you, you're more educated, earn a significantly higher income, and assume a more powerful role in the workplace. Despite all of this tremendous progress, you might still be feeling somewhat financially insecure.


October 8, 2019

5:00p - 8:00p

Wildwoods Golf Course

Triangle Golf Enthusiasts

This group was started to meet other golf enthusiasts.

Event Registration

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