

Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Divorce Finances
- Retirement Income Strategies
Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Divorce Finances
- Retirement Income Strategies
Financial Advisor Certifications
ChFC®
Chartered Financial Consultant®
Personal Interests
- Spending Time with Family
- Volunteering
- Golfing
- Football
- Tennis
Team Members
Ashlea GregorySr. Branch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(704) 466-3876Fax
(855) 792-2674Office Address
1235-1 Fallston RdShelby, NC 28150opens in a new window
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