Empowering families to be faithful stewards of their finances to achieve their life goals and leave an enduring legacy.
To be the most successful independent wealth management practice in eastern North Carolina.
1. Inspiring people to envision a fulfilling life.
2. Empowering people to pursue their life goals.
3. Reflecting God’s love and grace.
Since 1988 I have been helping business owners and families achieve all the things important in their financial life by serving as their key advisor. In 1994 I moved to Greenville, NC and in 1997 attained the CERTIFIED FINANCIAL PLANNERTM certification. I was affiliated with Raymond James Financial Services from 2012 to March of 2018. April 2018 I opened my independent advisory firm, Capital Developers, LLC, dba. Milestone Wealth.
As an independent wealth manager I am a business owner just like you. My dad was a business owner as a farmer in Illinois. My older and younger brothers are also business owners, as is my wife. I value the entrepreneurial spirit and respect those who are willing to take the risk of failure while reaching for success. These are the people I enjoy working with.
I was raised on a farm in Morris, Illinois and attended Western Illinois University and received a B.S. in Agricultural Business. My senior year I served as president of my fraternity, Alpha Gamma Rho. Since residing in Greenville, NC I served as the president of the Ironwood Golf and Country Club and the East Carolina Estate Planning Council. I also served on the church council for Covenant United Methodist Church and three years as the Chair of The Oakwood School board of trustees. Since 2017 I am a member of C12, a Christian business organization devoted to building great businesses for a greater purpose.
I am married to Michelle who is originally from LaGrange, NC and we have two sons, Jackson and Dylan. For the past 11 years, Michelle is a co-owner of a Pilates studio called The Absolute Studio.
Our family actively supports many local charities and Michelle and I feel blessed to be in businesses where we change people’s lives for the better.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I am proud to have grown up in and call Eastern North Carolina my home. My early years were spent in the Greenville area where I enjoyed sports and being in the outdoors. I attended D. H. Conley High School and then went on to study at the University of North Carolina Wilmington (UNCW). While I was at UNCW I was a member of the Honors College, the Student Government Association and various other student organizations in which I held numerous leadership positions.
In my junior year I was elected and served as the Student Body President of UNCW. During that time, I was the head of the Student Government Association and the only student member of the Board of Trustees. My team and I worked to improve the overall student experience and make a difference in the surrounding community.
In May of 2020 I graduated Summa Cum Laude from UNCW with a double major in Supply Chain Management and Business Analytics. I then began my professional career as a Supply Planner for Georgia-Pacific working within their Dixie Consumer Products Division. In March of 2021 I joined the Milestone Wealth team and plan on being heavily involved in civic, professional and faith-based communities. I look forward to serving the Eastern North Carolina area and improving the lives of those who call it home.
I was born and raised in Greenville, North Carolina and attended South Central Highschool. I graduated from East Carolina University with a Bachelor of Fine Arts, concentrating in Textiles.
I serve as a women’s small group leader at our home church Open Door and volunteer monthly with other ministries to help feed the homeless every month. Fitness and weightlifting are also passions of mine as I live a highly active lifestyle. I enjoy spending time with my family and crocheting in my free time.
My husband Mark and I have been together since 2009. Mark is from Sterling, Virginia and is a U.S. Army combat war veteran. He is a Rehabilitation Technician who services wounded veteran’s mobility equipment all over eastern North Carolina. Together we have two daughters, Amelia and Evelyn, along with our two rescue dogs, Gene and Laina.