I work to help individuals, families and business owners overcome inertia and gain control of their financial future by developing a vision, setting goals and then delivering personalized strategies to realize them.

I grew up in Pfafftown, NC. My wife, Rebekah, and I live in Winston-Salem. I am an Eagle Scout and a second-generation advisor. Our office has served individual investors for over 20 years.

Complete wealth management is a task we gladly accept. We deliver retirement income planning, lifetime tax bill minimization, estate maximization, insurance protection, seamless attorney and CPA partnerships, behavioral coaching and financial organization.

Long-term relationships are important to us. As a client, here's what you can expect:
1. We will listen and understand what is most important to you.
2. We will challenge you to connect your goals and purpose to how you spend, save and invest.
3. You and your family will experience first-class service from our branch team.

We serve a variety of clients in the Pfafftown and Winston-Salem area, and select others around the country. I focus on helping families and business owners locally. Our office is conveniently located across the street from the Pfafftown post office.

Call (336) 924-8930 or email [email protected] to make an appointment. I look forward to meeting you.

Focus areas

  • Entrepreneurs & Business Owners
  • New Investors
  • Military Professionals & Veterans
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Running
  • Skiing

Office Information

Mailing Address

P O Box 207 Pfafftown, NC 27040

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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