Our branch team is a financial advising team primarily focused on a select group of very successful business owners, professionals and people who value advice and who, among other things, aspire to a work-optional lifestyle. Work becomes a choice. We have developed and refined a process that helps put all the pieces of the financial strategy together for our clients.

We want to know what matters to our clients and why. We then partner with you for life. As your life unfolds and your needs evolve, you can feel confident that we have the pieces to help you stay on track toward achieving your financial goals.

We have lived in Wake Forest for over 20 years and are actively involved in the Wake Forest/Franklin County communities. Serving the community in which we live and work is very important, and our branch team has been supporting area non-profits for years, including the Alzheimer's Association, Safespace, Relay for Life, Feeding Franklin, Kiwanis, Trentini Foundation, Koinonia Foundation and Tri-Area Ministries. Currently, I serve on the board of directors for the Raleigh Testicular Cancer Foundation and our branch as a team is actively involved with their efforts.

I have occupied the same office in downtown Youngsville since 2002 and Kirke has worked with me since 2012. Donna joined our team in the spring of 2022 so that we can offer better client service to those we are partnered with. Nothing makes us happier than assisting our clients in achieving their financial dreams – whatever those dreams might be.

Focus areas

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

My Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Hockey
  • Golfing
  • Baseball

Office Information

Mailing Address

P O Box 789 Youngsville, NC 27596

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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