How we work


Personalized financial and investment strategies

Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to meet all market conditions, and regularly review and adapt your strategy as your life changes. 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

  • Investments
  • Retirement Planning Strategies
  • Saving for Education

Community participation

We enjoy working with other volunteers to help families in our community.
We enjoy working with other volunteers to help families in our community.

June, 2018 - Hosted National Day of Service with Greensboro Urban Ministry. We served lunch to around 400 people and sorted canned goods in the Food Bank.

November, 2018 and July, 2019 - Hosted National Day of Service with BackPack Beginnings. We sorted and packaged food backpacks for children in need in our community.

November, 2019 - Hosted National Day of Service with BackPack Beginnings and sorted nearly 3,000 pounds of food to help children in need.

[Check back regularly for updates.]

  • Greensboro Urban Ministry
  • Second Harvest Food Bank of Northwest North Carolina
  • Backpack Beginnings