

Focus Areas
- Retirement Income Strategies
- Charitable Giving
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Values and Faith Based Investing
Focus Areas
- Retirement Income Strategies
- Charitable Giving
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Values and Faith Based Investing
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Home Improvement
- History and Museums
- Skiing
- Walking
Team Members
Wendy ReidSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Phone
(828) 235-9027Fax
(855) 454-9429Office Address
548 Park StreetCanton, NC 28716opens in a new window
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