Owner & Founder,
Income Security Associates
I have lived in Charlotte since 1987 and have been protecting families and businesses since 2003. After 19 years of corporate industrial sales (and associated travel), I wanted to be more impactful and serve the concerns of the people who matter most, the people closest to home. My commitment started with health and life coverages and grew from there. I have a son, Matthew, who works for the Oakland Athletics.
I am active in my community and am highly involved with the St. Gabriel Men’s Club (SGMC) for the past 27 years, including three years of leadership as President and three more years in other leadership roles. I am proud to be a part of the SGMC which raises money every year for those in need including, but not limited to, Little Sisters of the Poor, Charlotte Men’s Homeless Shelter, Alexander Youth Homes, and this year, Ukrainian Refugee Relief.
Under my leadership, Income Security Associates designs strategies for the protection of families, retirements and businesses. We assure our clients that they are protected from financial disaster should the unthinkable happen. Our planning strategies protect families when the breadwinner dies too soon or becomes sick and cannot earn to provide for them. We work with business owners to hedge many types of ownership risks and assure that the business works for the owner. We work with retirees to keep them free of concern from market fluctuations, constantly changing interest rates, unpredictable tax environments and most importantly, running out of money before they run out of days.
Our clients KNOW their future will be protected and free from anxiety.
Income Security Associates is committed to the highest standards of integrity and professionalism. We engage with our clients to know and understand their current financial situation and ambitions. We work with only the highest ranked carriers and organizations to guide clients to reach their financial goals. We are independent and beholden to no one company. This assures clients that we can be flexible to provide the best possible planning solutions for their specific needs and goals.
Contact me today to see how I can help you, your business and your family.