Team profile

What you can expect when you work with us

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.
Get started

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Charitable Giving
  • Domestic Partner Planning

Awards & recognition

  • Jeffrey Shealy, Ameriprise Circle of Success, 2019-2022
  • Taurus Pointe Wealth Management, Ameriprise Client Experience Award, 2021-2022, 2024
  • Jeffrey Shealy, Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

Meet Snip! He is our latest horse we sponsor.
Meet Snip! He is our latest horse we sponsor.

HORSEPOWER Therapeutic Learning Center

https://www.horsepower.org/

Introducing Randy Walker to our team!

Please help us welcome our newest member to our team, Randy Walker. He joins us with 28 years of experience.

Randy holds a Bachelor of Science in Business Administration with a concentration in accounting from Concord University, Athens WV. His areas of focus are wealth management strategies and retirement and tax planning strategies.

Randy grew up in West Virginia and enjoys traveling and music. His favorite music is from the "Big Band" era. He played the trombone in high school, college and is a former member of the Greensboro Big Band.

Our photos

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