8816 Six Forks Road,
People choose to work with me due to my transparency, respect for their unique situation, and desire to best serve them in achieving their financial goals. What this means is every item we discuss together will be centered around your intentions for your financial future. With those in mind, we will design a plan of action that gives you the confidence, clarity, and peace of mind knowing you have a strategy that leads you to accomplish your goals.
Devin joined the firm upon earning his bachelor’s degree in Business Management from North Carolina State University.
Devin holds the following licenses and designations to help serve your needs:
CERTIFIED FINANCIAL PLANNER™ (CFP®) designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
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.
Chartered Retirement Planning Counselor ( CRPC)-The CRPC program is developed with a focus on client-centered problem solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement.
Series 7 Securities License
Series 66 Securities License
Life/Health/LTC Insurance License