Education
- B.S. in Criminal Justice, 2005, Appalachian State University, Boone, N.C.
- Minor in Business Management, 2005, Appalachian State University, Boone, N.C.
Experience
- Financial Advisor with Banyan, Rock and Talent, Wealth Strategists (December 2005 – February 2009)
- CEO/President of Merritt Wealth Strategies, Raleigh, North Carolina (February 2009 – Present)
- Dave Ramsey Endorsed Local Provider August 2013- Present*
- Member, American Association for Long-Term Care Insurance (AALTCI)
Certifications/Registrations
- Certified in Long Term Care (CLTC), 2009 – Present
- Series 6 Securities Registration
- Series 7 Securities Registration
- Series 63 Securities Registration
- Series 66 Securities Registration
- Life/Health Insurance License
- Long-Term Care Insurance License
Community Leadership
- Lifetime Member, North Carolina Cattlemen’s Association (2007-Present)
- Member, Little River Chapter Ducks Unlimited (2007-Present)
- Member, Appalachian State University Triangle Alumni Chapter
- Member, Zebulon Chamber of Commerce (2005-Present)
- Member, Knightdale Chamber of Commerce (2006-Present)
Volunteer/Charity
- Paw Prints Animal Rescue, Garner, NC, 2006-Present
- World Help, 2008-Present