Team profile

Your investment strategies

Are you looking for a solid, yet strategic investment strategy that can help to build and protect wealth? With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to strengthen your portfolio’s potential and suit your risk tolerance. We’ll regularly review your portfolio and will offer new strategies as your life changes and the market goes up and down. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life.

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