We offer unbiased advice and quality investment alternatives to our clients, because we are dedicated to providing them with the best possible service. It is our intention to serve all of our clients effectively, efficiently and distinctively so that we can help them reach their financial and investment planning goals.
We endeavor to build long-term relationships with our clients, whether they are individual investors, families or businesses. We dedicate ourselves to truly listening to our clients, because that's the only way we can fully understand and help meet their needs.
Our basic philosophy is to always put clients first, above all else.
By doing this, we take time to understand each client’s needs, goals and attitudes toward investing. We work hard to earn your trust and confidence, and, more important to keep it.
We monitor client portfolios regularly and suggest suitable adjustments based on the client’s objectives and overall market environment. With the vast resources of Raymond James, we are able to meet a range of financial needs. We use a wide range of private money managers for substantial accounts, and we build well-balanced stock, bond and mutual fund portfolios through asset allocation. In addition, we specialize in retirement planning, offering traditional IRAs, Roth IRAs, 403(b)s, SEPs, SIMPLE IRAs and 401(k)s. We also offer life insurance, disability insurance, long-term care insurance, variable and fixed annuities, and college planning (529).
Our committed and experienced staff handles the execution and processing of transactions promptly. We seek to provide exemplary service and responsiveness to our clients' requests.
We are all committed to the communities in which we live and work. This commitment is demonstrated by our time and talents given in support of the Lake Norman Chamber of Commerce since 1996, the March of Dimes, American Mensa, the Mallard Creek Optimist Club, the Albemarle Optimist Club, the Cougar Club Organization for Cannon School, the Family Crisis Council of Salisbury, and others.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
