Focus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Business Retirement Plans
- Intergenerational Planning
Certifications
RICP®
Retirement Income Certified Professional®AAMS™
Accredited Asset Management Specialist™ADPA™
Accredited Domestic Partnership Advisor™
Personal Interests
- Traveling
- Spending Time with Family
- Cooking
- Home Improvement
- Landscape Design
Team Members
- Laurie HuckSr. Branch Office Administrator
- Dawn CallahanBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 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 | 08:00AM - 05:00PM |
Mon | 08:00AM - 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
(919) 359-8444Fax
(877) 408-3473Office Address
1540 E Front St Suite 104Clayton, NC 27527opens in a new window
Mailing address
Po Box 1755Clayton, NC 27528
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