My passion is helping individuals, families and executives navigate the complexities of their financial lives so they can live comfortably and create meaningful legacies through actionable and trustworthy strategies.

As a 17-plus-year veteran of financial services, it all started with a BS degree from High Pont University and strong motivation to help make a difference in the lives of those around me. Today, my team includes Senior Branch Office Administrator Stephanie Truell and Branch Office Administrator Margaret Ann Maddox. We have built a successful team together and have helped countless families, business owners and executives reach their financial goals.

I lived out my dream of playing Division I college basketball at High Point University which helped instill within me the importance of being disciplined, dedicated and goal oriented. However, most importantly, HPU introduced me to my wife, Cortney.

Cortney and I live in Wallburg, NC with our four growing children, Ethan, Max, Emma and Addie. We are active in the community through church, basketball, cheerleading, soccer, football and countless other activities. My lifelong passion and dedication in sports has led me to the opportunity of coaching and mentoring young kids in the community.

Every client in my practice has a financial strategy customized to their unique situation, and that strategy is reviewed regularly. I have a disciplined investment approach with an emphasis on quality and a clear process to help ensure that each client feels understood, in control and ultimately secure with all aspects of their financial life.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Basketball
  • Golfing
  • Volunteering
  • Coaching Sports

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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