Broker Check

Our Mission

Our mission is to deliver to all of our clients timely, ongoing support through a holistic planning process combined with unparalleled advisory services and access to a broad array of financial products.


Our mission is to deliver to all of our clients timely, ongoing support through a holistic planning process combined with unparalleled advisory services and access to a broad array of financial products.

We do this by working closely with you throughout all of life’s stages. From buying your first home to planning for your newborn’s college education, from deciding how to take your retirement distributions to planning your estate, we’ll be there every step of the way, listening, planning and advising. Our success is measured by the success of our clients.

We continue to learn about new techniques and strategies so that our advice is timely and relevant. Complicated financial jargon is avoided so that you can understand the advice you receive. Our robust technology platform helps us deliver our support and service in an effective, efficient way.

All of this is possible through Waddell & Reed, Inc., our Broker/Dealer and a Federally Registered Investment Advisor. By fulfilling our Mission, we hope to achieve our Vision: to be one of the most recognized and sought after groups of financial professionals in the Carolinas.

We’d love to meet with you and discuss your financial goals and strategies to pursue them. Contact us today to schedule an appointment.

Thank you! Oops!

08/19