

Focus Areas
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Intergenerational Planning
Focus Areas
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Intergenerational Planning
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- ATVs
- Auto Racing
- Spending Time with Family
- Traveling
- Vintage Cars
Team Members
Erica MillerRegistered Branch Associate Trainee
Lynne RussellSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 12:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(910) 576-7000Fax
(877) 768-7132Office Address
429 N Main St Suite ATroy, NC 27371opens in a new window
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