Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Small Business
  • Investments
  • Intergenerational Planning
  • Insurance
  • Business Retirement Plans
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • AWMA® Accredited Wealth Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative
  • Series 66 - Uniform Combined State Law

Education

  • Bachelor of Science, Wake Forest University, Winston-Salem, NC
  • CFP Certification Professional Education Program, College for Financial Planning

Interests

  • Family. I am married to my wonderful wife, Aundria Lear. Because family is important to us, we choose to live in Canton, NC so that we could both be close to our parents. We have a dog named Homer.
  • Faith. Aundria and I are members at Dutch Cove Baptist Church in Canton, NC where we teach a young adults Sunday School class. Teaching is a great passion of mine.
  • Fun. I started playing golf when I was about 12 years old in the yard with a single 7 iron and a couple of practice balls. I eventually pieced together a set and started playing regularly at Lake Junaluska. Now, I compete on the Golf Channel AM Tour.

Community participation

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Ameriprise Financial Top Achiever Award, 2008
  • Ameriprise Mecury Award, 2008