As a caring, experienced and licensed financial advisor, I believe that it's important to invest the time with each of my clients. You can be confident that I will help you make sound financial decisions, walk side by side with you as you navigate life’s hurdles and help to keep you on track to meet your most important life goals. We appreciate your trust in us and take this charge very seriously.
My wife of 20 years, Beth, and I live in High Point and have two very active children – Molly (15) and Ben (14). We enjoy spending time outdoors, especially at Camp Cheerio and the beach. My branch team consists of myself and Aggie Graham. Aggie is a Senior Branch Office Administrator and is the backbone of our practice. Take a moment to chat with her, and you'll soon realize why our office is a place full of compassion, laughter and sincere professional experience. Aggie and her husband, Tim, live in Jamestown, and she can often be found in her kitchen, crafting authentic Italian food. She also fluently speaks Italian! Community Impact:
- High Point YMCA board (Hartley Chairman '18, '19)
- Boys & Girls Clubs of Greater High Point board member
- High Point Y's Men's Club (former president)
- High Point Elks Lodge volunteer
- Leadership High Point (2019 graduate, and class valedictorian)
Education: University of North Carolina in Wilmington, Class of 2002
Bachelor of Science in Business administration
What is important to me is to understand what is important to you. I invite you to give us a call, come meet us and get to know what makes our practice unique. Member SIPC.
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