Whether it's retiring comfortably, growing your business or giving to causes you're passionate about, I will work hard to fully understand your unique story. My passion is developing personalized strategies to help reach your long-term goals. Our mission is to partner with clients who have complex and evolving financial needs to help them organize and make informed decisions, while building the wealth they need to fuel the future they envision.

My branch office administrator, Robin Johnson, and I strive each day to provide the most ideal client experience. We do this by understanding what is important to our clients and developing a close relationship with each family we have the opportunity to serve. We are very fortunate to be able to work with clients in Rural Hall and surrounding communities.

On a personal note, my wife, Kristin, and I reside in Stokes county. We have two children, Jaxon and Annastyn. We spend much of our time watching our son play basketball and baseball, and our daughter competing in gymnastic competitions.

Our ultimate family passion is serving our community. We are greatly involved in Woodland Baptist Church in Rural Hall. My wife and I lead various youth and young adult ministries. I have had the opportunity to be the head basketball coach for our men's varsity basketball team for Woodland's Christian school since 2011.

It is a privilege to serve as a guide with something so personal and meaningful as a person's finances. I invite you to experience the dedication and focus you deserve. It all begins with a conversation – let's get started.

My Focus Areas:
401(k) Options | Business Retirement Plans | College Education | Estate and Legacy Strategies | Asset Allocation Strategies | Financial Analysis | Financial Strategies | Life Insurance | Mutual Funds | Portfolio Review | Portfolio Strategies | Retirement Planning |

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • College Savings
  • Business Retirement Plans

Office Information

Mailing Address

P O Box 97 Rural Hall, NC 27045

Office Hours

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

Branch Team

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