Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution

Awards & recognition

  • West Highlands Capital, Ameriprise Client Experience Award, 2021, 2022, 2024, 2025

Community participation

West Highlands Capital is actively involved in the betterment of our community. Through a variety of endeavors, we seek to actively contribute to the communities in which we live and work. As a team, West Highlands Capital annually makes a donation to a local philanthropic organization.

Brett serves as Treasurer of the High Point Police Foundation.

Lloyd serves on the Leadership Winston Salem Board of Directors and Graduate of Flagship Class of 2022. He is also a member of Reynold Rotary.

Cameron is a member of the West Point Distinguished Society and sponsor of Ducks Unlimited. He also serves as a coach for Coastal Prospects.

Our photos

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