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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Investments
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Insurance

Community participation

We have recently held donation drives for the Humane Society of Catawba County and Classroom Connections. We are currently organizing our end of year projects now. You can follow us on Facebook to keep up with community relations.

Our photos

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