As a senior associate, Ty provides portfolio management and financial planning services to his wide
variety of clients. He received his BA from Wake Forest in 1998. His professional credentials include Series 6, 7, and 63 through LPL Financial. Ty earned his CERTIFIED FINANCIAL PLANNER™ certification in 2009. He also holds a license to sell life, accident, and health insurance.
He possesses significant experience as he co-founded his previous firm, and has held positions at Aetna Retirement Services and ING Financial Services.
Ty prides himself in his client relationships and getting to know each and every one of them. He is involved in his community and coaches numerous local sports teams, including his alma mater’s high school soccer team for 25 years.
He has developed extensive experience in finance and providing his clients with thoughtful support. Ty helps families, individuals, and businesses make confident financial decisions and guides them every step of the way. His focus on building strong client relationships has driven him to success with clients that are confident in their financial situations.