Registered Representative offering securities through Cetera Advisor Networks LLC, Member FINRA/SIPC. Advisory services offered through Carroll Financial. Cetera is under separate ownership from any other named entity.
I currently work as the Strategic Relationship Manager & Financial Advisor for Carroll Financial Associates, a financial planning and investment management company located in Charlotte, North Carolina. We have been servicing the wealth management and financial advisory needs of clients for over 35 years. The firm was established in 1980 by Larry Carroll with the simple approach: "The best interest of the client is the only interest that matters."
Prior to coming to Carroll Financial, I helped establish two start-up companies in the Richmond area - Compare.com and Elephant Auto Insurance. I was the first-ever Head of Finance at Compare.com - a position I held for over 3 years. I have over 10 years of experience in accounting and tax preparation, and I hold 4 masters degrees. I am currently pursuing my PhD in Financial Planning. I also teach accounting, insurance, and financial planning courses regularly, as an adjunct faculty member, continuing education instructor, and moderator. In 2015, I began teaching the CPA ethics course in Virginia as well.
I have lived in various parts of the country, including Chicago, IL, Champaign, IL, Valparaiso, IN, Pittsburgh, PA, and Richmond, VA. In my spare time, I enjoy playing soccer, shooting pool, and bowling.