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
  • 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 serves as a coach for Coastal Prospects.

Our photos

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