Chief Executive Officer & IAR
Born in 1967; (2007 to present) Managing Member, Wiser Financial Coaching, LLC (The Firm), BA in Psychology from Guilford College (1989). Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies (2012). During the past ten years he has been a securities registered representative with Aura Financial Services (2001-2003), Jefferson Pilot Securities (2003-2006) and then with Triad Advisors, LLC. (2006-2019). In addition, he is licensed as an independent insurance agent (2000 to present).
*Accredited Investment Fiduciary® (AIF®) The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices. Through fi360′s AIF® Training programs, AIF® designees learn the Practices and the legal and best practice framework they are built upon. AIF® designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.