2500 W NASH ST #D, WILSON, NC 27896

Office: 252-291-4020
| Cell: 252-291-4020
| Fax: 252-243-4270

Contact me

My approach.

Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.

New York Life building in New York City.

A message from our CEO, Ted Mathas

Putting your family first in times of crisis.

Solutions to fit your needs.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

My Credentials:

31 years licensed insurance professional

Here's how I can help.

Card illustration 1 income protection 70px h Created with Sketch.

Protection planning.

Life Insurance can help protect your family by replacing lost income and providing a financial saftey net if you or your spouse dies. Long-term care insurance can help pay for care and protect your lifestyle in the event of an unexpected health event.

Learn more
Card-illustration-2-retirement-income-70px-h Created with Sketch.

Retirement income.

Whether you want to travel the world, spend time with the grandkids, or just make sure all your day-to-day expenses are covered, a steady, dependable source of income can provide valuable peace of mind.

Learn more
Card illustration 3 investing for the future 70 px h Created with Sketch.

Investing for the future.

You may invest as part of preparing for retirement, but your investments can also help you achieve other financial goals like paying for college, buying a business, or purchasing a home.

Learn more

Life is a journey. We're here to help you along the way.

Planning for retirement.

How do you make sure that you’ll have the income you need as you head into retirement? You may want to consider a policy that lets you maintain your lifestyle, helps you save, helps cover some costs for extended periods of care, or provides a stream of income when you retire. 

Learn more

Getting married.

Merging your personal and financial lives means figuring out what works best for the two of you. You can customize a plan to protect you now and grow with you into the future.

Learn more

Growing your family.

With the right approach you can safeguard your family's future and prepare for your own financial needs. We can help you protect your biggest assets and also give you access to funds to help with big expenses like tuition or surprise  expenses like medical bills or home repairs.

Learn more

I'm here to help. Contact me any time.

2500 W NASH ST #D, WILSON, NC 27896

Office: 252-291-4020
Cell: 252-291-4020
Fax: 252-243-4270

Get directions
2500 W NASH ST #D, WILSON, NC 27896

Not licensed to sell in all jurisdictions.

Financial Services Professional for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. For more information about NYLIFE Securities LLC and its investment professionals, click here.