As Partner and Investment Advisor Representative at Nabell Winslow Investments, I specialize in helping clients build strong retirement portfolios and then turn those assets into tax-efficient income streams in retirement. On top of this, I am the head of operations for the firm and run our college planning and qualified retirement plan practice segments. I am motivated by the deep satisfaction of watching the strategies I’ve built and implemented benefit clients over their lifetime. I enjoy developing strong relationships with my clients and their families, which I believe is something that is quite unique to the financial services industry.
I have served in the financial industry for over seven years. I joined Nabell Winslow after graduating from the University of North Carolina at Wilmington, where I received a Bachelor of Arts in Economics with minors in mathematics and philosophy. I currently hold Series 7 and 66 securities registrations, as well as life, health, and long-term care licenses. I am also a designated Chartered Financial Consultant (ChFC®), a designation that I obtained from the American College of Financial Services. I became a Certified College Financial Consultant (CCFC) in 2020, and I received my designation as a Chartered Life Underwriter® (CLU®) shortly afterward in 2021.
The greatest part of my career is seeing the impact that we can make on people and the lives of their families with the advice that we provide. It isn’t just about putting people on the right track – it’s about how the plans we put into place give our clients a clear picture of how to achieve their goals. This provides peace of mind and stability to the families and businesses that I get the privilege to serve.
I currently live in Wilmington, North Carolina with my wife, Shelby. My father also moved to Wilmington, and we spend a lot of time out on the water together. When I am not servicing clients, I enjoy playing beach volleyball at Capt’n Bill’s Backyard Grill and spending time at the beach with my family.
Education
University of North Carolina - Wilmington
Bachelor's of the Arts in Economics, Minors in Mathematics and Philosophy
Designations
Chartered Financial Consultant (ChFC®)
The American College of Financial Services
Chartered Life Underwriter (CLU®)
The American College of Financial Service
Certified College Financial Consultant (CCFC®)
The American Institute of Certified College Financial Consultant
Awards
NextGen Financial Services Professional
The American College of Financial Services 2022
Memberships and Boards
Wilmington Rotary Club
Member 2018-2023
Ability Garden at New Hanover County Arboretum
Board Member 2019-2022
New Hanover County Estate Planning Council
Vice President
Alzheimer's Association
Community Educator
Cameron Executive Network
Mentor