Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Awards & recognition

  • BrightWealth Management, Ameriprise Client Experience Award, 2020
  • BrightWealth Management, Ameriprise Client Experience Award, 2023
  • Jeff Mc Claugherty, Ameriprise Circle of Success Diamond Ring, 2020
  • Jeff Mc Claugherty, Ameriprise Circle of Success, 2010-2021
  • BrightWealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • BrightWealth Management, Forbes Best-in-State Wealth Management Teams , 2024 - 2025

Community participation

  • Food Bank of Central & Eastern NC
  • Habitat for Humanity
  • Red Cross
  • Feeding America
  • Raleigh Rescue Mission