Team profile


You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies

Community participation

Food Bank 2017
Food Bank 2017

Supporting our local community is important to us. We volunteer at the Food Bank of Central and Eastern North Carolina. We continue to support local arts with annual donations including the North Carolina Museum of Art and Raleigh Little Theatre and local charities such as North Carolina Senior Games, STOMP the Monster NC and American Diabetes Association Tour de Cure.

  • Food Bank of Central & Eastern North Carolina
  • Stomp the Monster
  • NC Museum of Art
  • Raleigh Little Theatre
  • North Carolina Senior Games