Growing up in Alamance County, I watched my parents serve in their community and church. I am an active member of Carolina Christian Church and I have served as the choir director for over 20 years. I am also a member of the Hawfield's Civitan Club, which allows me to give back to my community. I am a man of integrity and value the importance of strong relationships and serving others.

My wife, Lorri, and I have been married since 1988. She is a special needs teacher and has been teaching in our local school system for over 35 years. We have raised two daughters and taught them the importance of giving back as well. They are both nurses at Duke University Hospital.

As a financial advisor, I help individuals, families and business owners meet their long-term financial goals, while remembering that "Money has never been my God", a quote from Ted Jones, former managing partner with Edward Jones. I am committed to helping clients overcome complexity, live comfortably and create meaningful legacies with actionable, trustworthy strategies.

Luanne Payne is my branch office administrator. She is a lifelong resident of Mebane, NC. We look forward to working with you to help meet your financial goals.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Special Needs Financial Considerations
  • Divorce Finances
  • Military Professionals & Veterans

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Outdoor Enthusiast
  • Fishing
  • Music

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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