Claude has more than twenty years experience, including eight years at LPL Financial through Innovative Financial Solutions, LLC locally, and previous experience at A. G. Edwards & Sons (now part of Wells Fargo) and Raymond James Financial Services, effectively helping clients plan for and pursue their short-term and long-term retirement and other financial goals, through the use of all types of investment strategies and products, including tax efficient methods. He has the qualifications and the integrity to understand clients' circumstances and needs, and provide them the high-quality objective advice, services, and financial education they need.
Claude is a Phi Beta Kappa graduate of the University of North Carolina at Chapel Hill with a B.S. in Business Administration and Major in Accounting, and has a MBA from Southern Illinois University. He served over five years in the U. S. Air Force, mostly in hospital administration, separating with the rank of Captain. He held a North Carolina CPA license for more than thirty years, and worked in public accounting, including with the national firm of Deloitte Touche, CPAs, and as a financial executive in the private healthcare industry for many years, before becoming a Financial Advisor.
Claude holds his FINRA Series 7, 63, and 65 securities registrations with LPL Financial, and has N.C. life, health, disability, and long-term care insurance licenses. He has a primary focus on clients' investment results.
When not in the office, Claude enjoys being with family, especially his grandsons, reading and keeping up with current affairs, sports, and getting exercise from producing a beautiful home landscape.