Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, 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 more confident, connected and always in control of your financial life.

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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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