The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:  North Carolina, South Carolina, Georgia, Louisiana, Michigan, Virginia and Alabama. 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

5818 Gate Post Road  P.O. Box 222156, Charlotte, NC 28222 Phone: 704-272-1969   Fax: 704-323-7014   Email:

FINRA Broker Check

Copyright © Transitions Wealth Management. All Rights Reserved


Providing financial advisory guidance and counsel for more than thirty years, through a number of market and economic cycles, brings a perspective that comes only from first-hand experience.


Working for clients on an incentive fee basis more closely aligns our mutual interest in the performance of your financial assets.


Knowing what to do is only the first step.  Applying that knowledge every day is paramount to the pursuit of your financial goals.