

Focus Areas
- Entrepreneurs & Business Owners
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving

Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Spending Time with Family
- Community Outreach
- Traveling
- Outdoor Enthusiast
- Backpacking
Request a Consultation
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All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Mon | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Mon | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Fax
(888) 512-3919Branch Team
- Rebecca Crago
- Branch Office Administrator
Branch Team
Office Address
3750 Admiral DrSuite 103
High Point, NC 27265opens in a new window
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