Having strategies in place allowing you to efficiently accomplish what is most important in your life provides confidence and comfort. It is an amazing feeling when a client tells me they feel better for having talked to us. Those moments are why I am most grateful to have been serving as a financial advisor to clients from our location on the North side of Asheville since 2015.

Branch office administrator, Teresa, and I pride ourselves on a thorough established process, and exceptional personalized service. I work to make personal finances as easy to understand as possible, and have found that educating leads to confidence and better decisions along the way. As a new client you can expect to walk away from our process knowing if you are on track towards your goals, and if not what adjustments to make to get you where you want to be.

Though not exclusive to these groups, we partner with many still working and retired dual earner households who have the complexities of balancing multiple accounts, raising and protecting families and prioritizing time. We also have a strong group of relationships with individuals in the late stages of working or in retirement who have experienced a death or divorce and are having to shift strategies.

I received my bachelor's degree from Purdue University, which is also where I met my wife, Kat. We moved to the Asheville area to be closer to family and enjoy rock climbing, hiking, running the occasional Spartan race, golfing, gardening in the yard, and most importantly, raising our daughter, Remy. I am a member of the Asheville Breakfast Rotary Club and St. Eugene's.

After vacationing in Asheville for many years, Teresa and her husband, Jay, had the opportunity to relocate here from coastal South Carolina in 2019. In her spare time, she likes to read, get outdoors for walks and hikes and she loves to cook.

Our process starts with a 15-minute phone conversation. Please call or email us when we can be of service to you.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Divorce Finances

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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