Our Team

I am the founder and President of Paladin Financial Services, a pragmatic wealth management and retirement income planning firm. From day one, the goal has been to help our clients make smart decisions with their money so they can enjoy their life.

“Peace by Piece” means having the resources and plans in place to make these smart money decisions through personalized steps, much like putting together a puzzle where each piece contributes to the greater whole. It’s not something that can be achieved all at once, but rather through a continuous process of understanding, evaluation and dialogue.

You spent a lifetime making a legacy, or are still adding to it. Let our prudent approach help you make the most of it.

Who Am I? I’m an amateur photographer, semi-decent golfer, and an improving cook.

First Concert: The Eagles.

Fun Fact: I co-host a live, morning television talk and interview show two days a week, (Mondays and Tuesdays).

Weird Facts: I walk 3+ miles in the mornings, hold an amateur radio license, and still no hole-in-one, (yet).

Bucket List Trips: Scotland, France, Australia and New Zealand.

Credentials: BS English, Furman University Masters, Economics, North Carolina State University, 40 Years in the Financial Services Industry, Registered Financial Consultant, RFC®, with the International, Association of Registered Financial Consultants, Accredited Asset Management Specialist, AAMS®, with the College for Financial Planning.

I am the founder of Virtually Yours, a remote assistance company that has been in business since 2018. We work with many financial advisors like Paladin Financial Services, and enjoy helping Financial Professionals navigate the piles of paperwork that may be required for daily operations. We love nothing more than to help someone solve a problem, look at things from another angle, and be sure that everyone leaves a conversation smiling!

Who Am I? I’m a philanthropist for enjoyment, and a Virtual Assistant for employment.

First Concert: Type O Negative (It was high school!)

Fun Fact: I help create advertising for our local radio station and have recorded many radio commercials!

Weird Facts: I collect Oddities and attend an Oddities and Curiosities Expo every year in Buffalo, NY! I own a DJ company called DJ Unicorn Chaos.

Bucket List Trips: Hawaii, France, Italy, Dubai, Morocco, Japan

Credentials: Financial Industry since 2006

Licensed Financial Professional with Series 7, 66, and 24

Owner of a Virtual Assistance Firm in NY