

Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- LGBTQ+ Finances
- Divorce Finances
- Insurance & Annuities
- Entrepreneurs & Business Owners

Certifications
AAMS™
Accredited Asset Management Specialist™
Team Members
- Leslie GordonSr. Branch Office Administrator
- Kevin MukosiejBranch Office Administrator
- Tarah SmithSr. Branch Office AdministratorFPQP®
- Teri ChurchBranch Office AdministratorFPQP®
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(828) 338-2708Fax
(855) 471-7323Office Address
267 Mcdowell StAsheville, NC 28803opens in a new window
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