Our Work
I strive to fully understand what's most important to my clients before offering them investment advice or services. Melissa and I are dedicated to giving the best service as we guide clients through their financial life. We believe that building relationships takes time, and face-to-face meetings are very important in this process.

Our Clients
We serve a diverse range of clients across 10 different states. We partner with individuals, families and business owners that want a personalized and comprehensive financial strategy. We excel in complex financial situations and will partner with you, your CPA and attorney to help ensure we are not overlooking any aspect of our client's financial life.

Professional Designations
I find it important to keep up with current strategies and information that can be of value to my clients. I have earned the CFP®, AAMS® and CRPC® professional designations from the College for Financial Planning.

About Me
I grew up in South Boston, VA. I earned a bachelor's degree from James Madison University while competing as a collegiate baseball player. Outside of the office, I am president of the Roxboro Rotary Club, a member of Roxboro Baptist Church, serve on the Person County Education Foundation Board, am a member of the Uptown Roxboro Group, coach Special Olympics basketball and I am involved in the Alzheimer's Association. I enjoy being a part of Person County and look forward to many more years here. Outside of the office, I really enjoy playing golf and being outside in my free time.

Contact us to schedule a time for us to discuss your financial strategy.

Focus areas

  • Portfolio Reviews
  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance & Annuities

My Personal Interests

  • Sports Enthusiast
  • Coaching Sports
  • Volunteering
  • Active Lifestyle
  • Golfing

Office Information

Office Address

314 N Madison Blvd Ste A Roxboro, NC 27573

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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