Our Work
We believe building relationships takes time and face-to-face meetings. We strive to fully understand what's most important to our clients before offering them investment advice or services. Melissa and I are dedicated to giving the best service as we partner with clients through life's ups and downs. We focus on our clients' financial lives so they have flexibility to follow their passions.

Our Clients
We serve a diverse range of clients across 10 different states. I partner with individuals, families and business owners who 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® certifications from the College for Financial Planning.

About Me
I grew up in South Boston, VA. After high school, 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 and serve on the Person Memorial Hospital Board. I enjoy being a part of Person County and look forward to more years here. I love playing golf often but don't always love where the ball ends up after I swing.

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

Focus areas

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

My Personal Interests

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

Office Information

Office Hours

Office Hours
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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