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Description
A Native of Concord With Over 27 Years Industry Experience.
Investments & Wealth Management.
Non-Product, Fee Based Planning.
Investors Trust Company of Chapel Hill, Nc.
Registered representative of and securities offered through Berthel Fisher & Company Financial Services, I
Categories
Services
Financial, Retirement & Estate Planning. Stocks - Bonds - Mutual Funds. Separately Managed Accounts. Direct Oil & Gas Investments. 401(k) Plan Design & Consulting. Traditional, Roth & Inherited Ira's. Full range of personal trust services offered through
Languages Spoken
English
Certifications
Certified Financial Planner Professional.