Financial Services Professional in Greenville, SC, helping manufacturing and engineering professionals and small business owners across the Upstate protect their income and plan for retirement. I work with employees at regional manufacturers to make sense of retirement benefits, disability coverage, and 401k rollovers, and with business owners on buy-sell agreements, key person insurance, and succession planning. Clemson MBA, background in supply chain operations, plain-language advice with no sales pressure. Based in Greenville, serving Greer, Simpsonville, and the greater Upstate SC area.