Experience
From a young age, I knew I wanted a career that integrated my interest in finance with my desire to help people. After working in the financial industry for over a decade, I learned that personal finance is not black and white – it’s complex. Our perspectives and habits with money can be based on emotions and experiences. My education and 10+ year career have prepared me with the skills
for helping my clients create retirement income strategies and manage their wealth, as well as their risks. My experience has also allowed me to develop a process that produces a simple, effective, and flexible strategy to help clients with their retirement planning decisions. I hope to provide my clients with financial guidance that helps them reach their financial goals.
• 10+ years working with families and their wealth.
• Experience with cash flow and long-term spending planning.
• Specializes in retirement planning and income planning.
• Specializes in trust strategies, charitable giving, and wealth transfer. Education & Credentials
• Campbell University, Masters of Trust & Wealth Management
• North Carolina State University, BS of Agricultural Business Management, Minors in Economics & Accounting
• CERTIFIED FINANCIAL PLANNER™ practitioner
• Retirement Income Certified Professional®
• Series 7 and 66 securities registered
• Licensed for insurance in North Carolina
Interests
A proud native of Coats, NC, I was excited to bring my practice to my hometown in 2020. My wife Jamie and I are residents of Garner, along with our three children: Rylan, Mallie, and Grace. When not in the office, I enjoy coaching my children’s sports teams, camping, and generally just being outdoors. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Ryan Pope, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Investment Adviser Representative, and a member of the Principal® Financial Network. Pope Financial Services is not an affiliate of the Principal Financial Group®. 3276434-122023
