As a Financial Professional, my goal is to establish an ongoing financial relationship with you to assist you in reaching your financial goals. In our office, we take a comprehensive approach to planning and specialize in helping people to feel more secure in the areas of:
• Retirement income planning
• Investment management
• Protecting your loved ones from the impact of extended care, death, and disability
• Charitable giving and gifting strategies
• College planning
Our office is conveniently located in the Viewmont area of Hickory, NC along Hwy 127 (2nd Street) for easy access so we can serve people in the surrounding areas of: Hickory, Lenoir and Morganton. Call my office to learn more or to set up a meeting.