Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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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
  • West Highlands Capital, Ameriprise Client Experience Award, 2022

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 is involved with the Center for Smart Financial Choices and is a volunteer baseball coach at Atkins High School.

Lloyd is on the board of the Reynolda Rotary Club and active in Leadership Winston Salem.

Cameron is a member of the West Point Distinguished Society and sponsor of Ducks Unlimited. He also volunteers with the Jekyll Island Sea Turtle Center.

Our photos

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