I started my first business in my hometown of Wilson, North Carolina when I was just 10 years old. My hope was to earn some spending money for the summer by selling flower seeds door to door. Although it wasn’t quite as lucrative as I imaged, it did teach me many valuable lessons and gave me the opportunity to learn at a young age the importance of customer service and dependability.

I began my career soon after graduating from NCSU and in 1984, I opened my practice in Kinston. I soon realized the best way to build my business and continue to meet the ever-changing needs of my clients was to keep developing myself.

After more than 35 years of working with clients and their goals, those lessons learned when I was 10 years old still resonate. My clients depend on me and my team, Johni and Anna, to provide them with excellent service and complete confidentiality. Our clients take great comfort in our unique approach and trust us to know the most intimate details of their lives.

My passion is helping families achieve their goals. By listening to what’s important to them, we establish a plan and partner together to reach those goals no matter where life takes them. I would welcome and appreciate the opportunity to get to know you and get an understanding of what’s most important to you.

My wife, Dawn, and I, married 34 years, have three children, two sons-in-law, a cat and a dog. I enjoy spending weekends on the Crystal Coast, fishing and golfing. I especially enjoy music, nearly any genre, and can name most any tune.

This community has been a wonderful place to live and raise our family. I care deeply for it and have been involved with the Boys and Girls Club here in Kinston for over 25 years. I have also been involved with the Lenoir Memorial Hospital Foundation, Mary’s Soup Kitchen and many other organizations that help our community.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving

Office Information

Office Hours

Office Hours
WeekdayAvailability
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

  • Web Conferencing

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