

Focus Areas
- Wealth Strategies
- Charitable Giving
- Values and Faith Based Investing
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
Focus Areas
- Wealth Strategies
- Charitable Giving
- Values and Faith Based Investing
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Volunteering
- Spending Time with Family
- Community Outreach
- Animal Rescue
Team Members
Amy AiadBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(919) 453-2369Fax
(855) 599-9075Office Address
6166 Rogers RoadRolesville, NC 27571opens in a new window
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