Team profile

What you can expect when you work with us

Our 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 us, 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

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Community participation

  • Food Bank of Central and Eastern North Carolina
  • Rise Against Hunger
  • Hops for Hope
  • North Carolina Museum of Art
  • Raleigh Little Theatre
  • Backpack Buddies
  • Joel Fund
  • Kiwanis
  • Raven Rock Ramble

2022 Angus Barn Client Appreciation Dinner

Thank you to those who referred and those who became clients over the last few years, because of you we are able to continue to grow and provide stellar service!