Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

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