Our Work
My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long term.
Our Clients
We serve a diverse range of clients across nine states. We partner with individuals, families and business owners. Whether you are an individual or business owner, I can assist you in creating and implementing strategies that can help you with what's important to you and your financial goals.
Professional Designations
AAMS™ designation - Achieving this designation required in-depth study in the following areas: Investment strategies, risk, return, and investment performance, asset allocation and selection, tax-sensitive investment strategies, investing for retirement, executive compensation and other benefit plans, insurance products, estate considerations and regulatory issues for advisors.
About Me
I was born and raised in Greensboro, NC, but I've called Wake Forest home for over five years. In the community, I am active and serve at The Summit Church. Also, I serve in various roles where I am a board member of Grace Ministries, on the board of directors for the Franklin County Chamber of Commerce and a board member of my Homeowners Association. Our branch office is active with the Alzheimer's Association and Toys for Tots.
When not at the office, I am blessed by the time I spend with my friends, family and my dog, Stone. My hobbies include cycling, going on hikes, fishing, relaxing at the beach and playing a round of golf when time allows.
Call or email us today at (919) 263-9437 or [email protected].
Focus areas
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- College Savings
- Insurance & Annuities
Focus Areas
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- College Savings
- Insurance & Annuities
My Personal Interests
- Pets
- Cycling
- Community Outreach
- Football
- Golfing
Personal Interests
- Pets
- Cycling
- Community Outreach
- Football
- Golfing
Office Information
Office Address
64 Wheaton AveYoungsville, NC 27596 opens in a new window
Phone Number
Gabe Bowman at (919) 263-9437Branch Team
- Vickie Redfern
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
Branch Team
- Vickie Redfern
- Branch Office Administrator
Branch Team
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