I’ve been helping people with money related stuff for a while. In addition to my ownership role at Carroll Investment Management, I’m also the Chief Compliance Officer and half owner of Cogent Advisory Group, an SEC Registered Investment Advisor. Additionally, I have an active blog where I discuss Social Security and retirement related stuff at Social Security Intelligence.
Prior to opening Carroll Investment Management in 2010, I was a financial advisor at Edward Jones for nearly 8 years. I learned a lot while I was there. I’m very thankful for where I am today.
My hope is that I can help reduce my client’s and reader's stress. Specifically, in the area of their finances. As a result of my involvement, I hope that my they can turn their focus to the things that really matter – family, friends & health.