I started my first business in my hometown of Kinston, NC when I was just 10 years old. My goal was to save money for the summer by mowing grass around the neighborhood. Although hot, it did teach me many valuable lessons and provided me with the opportunity to learn at a young age the importance of customer service, sacrifice and dependability.

After graduating from NCSU in 2010, I relocated to Tennessee and Alabama before realizing my heart was in North Carolina. I soon sold my home in Alabama and headed east to Goldsboro. I realized the best way to build my business and to meet the ever-changing needs of my clients was to continue to develop myself and to be a part of my community.

My fiancée, Diandra, and I are to be married in May of 2021. We spend our time enjoying our great city with friends and can be found every weekend either here or at the coast. I enjoy good music, food and aviation. I have the upmost respect for our servicemembers, and I am honored to have many as clients and call most friend.

This community has been a wonderful place to live and start our family. I care deeply for it and have been involved with the DGDC, Wayne County Chamber, Mary’s Soup Kitchen and many other organizations that help our community grow.

My clients depend on my BOA, Jess, and I to provide them with excellent service and complete confidentiality. Our clients take great comfort in our unique approach to breaking down the complexities that can be found with investing and trust us with the most intimate details of their lives.

My passion is helping individuals, business owners and families achieve their goals. I want to understand what's important to you. We will then use our establish process to build personalized strategies to help you achieve your goals. We will partner together throughout your life to help keep you on track, no matter where life may take you. Please give us a call to schedule an appointment. We look forward to getting to know our neighbors.

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

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More