In 1994, when I was 15, I asked my Dad if he would buy season tickets to the new NFL expansion team, the Carolina Panthers. My dad said he would be glad to buy a seat, as long as I was willing to earn the money needed to buy my own seat. They cost $5,000 each, so I started my first business—cutting lawns. By the end of that summer, I had 30 clients and 4 people working for me. I had saved enough money to buy my Panthers PSL ticket (and a new set of wheels for my dad’s mower).
Fast forward a few years to the business I now own and operate, Integrated Financial Concepts. Why am I a wealth planner? Because I’m passionate about finances, money and people. I believe that most people are inherently wise and understand that they need a plan, a roadmap to follow. But their problem is that they just can’t find an adviser in whom they trust enough to get one, so they go without. And unfortunately, they soon find out that travelling the retirement journey without a well-designed roadmap can become difficult.
Money is important, but really, money is just fuel for your journey through life. Holistic planning ensures that money is put to it’s highest and best use, which in large part will determine how enjoyable your journey will be.
I graduated from the University of Tennessee in 2001 and again in 2003. Shortly after graduating, I started my career in financial services. I learned pretty quickly that being independent would allow me to be unbiased and holistic in my planning. When you work for a company, there is always the corporate push for you to sell their products. I want to choose the very best for my client and being independent gives me the ability to shop the market and make superior recommendations with out external pressure to sell or perform.
When I’m not working, I enjoy spending time with my wife Natasha and our two boys, Nolan and Reid. I’m also blessed that my entire family lives here in the Charlotte area. I’m a dedicated swimmer and enjoy my time in the pool.
If you have any questions, I’d be happy to speak with you.