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.

Sign up for a complimentary initial consultation

Areas of focus

  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Awards & recognition

  • BrightWealth Management, Ameriprise Client Experience Award, 2020
  • BrightWealth Management, Ameriprise Client Experience Award, 2023
  • Jeff Mc Claugherty, Ameriprise Circle of Success Diamond Ring, 2020
  • Jeff Mc Claugherty, Ameriprise Circle of Success, 2010-2021
  • BrightWealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • BrightWealth Management, Forbes Best-in-State Wealth Management Teams , 2024

Community participation

  • Food Bank of Central & Eastern NC
  • Habitat for Humanity
  • Red Cross
  • Feeding America
  • Raleigh Rescue Mission

Our photos

6 albums
close