Team profile


We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Small Business
  • Insurance
  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies

Awards & recognition

  • Bob Edmonds, Barron’s Top 1,200 Financial Advisors, 2021

Community participation

Second Harvest Food Bank - Winston Salem
Second Harvest Food Bank - Winston Salem
  • Greensboro Chamber of Commerce
  • Society for Human Resource Management
  • Human Resource Management Association of Greensboro