The ability to serve others has always been my goal. I wake up each morning with a passion to serve my clients. I focus on helping a select group of individuals, widows, families and business owners develop and implement comprehensive financial strategies. My branch office administrator, Donna Simpson, has 15 years of experience and is dedicated to providing you with the highest level of service possible. Please do not hesitate to call on her with questions regarding your statement, dividends, stock certificates or your account in general. Donna supports our local community by serving with the Wilkes Ministry of Hope and her local church. Originally from Cleveland, OH, I have lived in the Carolinas since 2006. I attended Methodist University in Fayetteville, NC where I earned a Bachelors Degree in Business Administration in 2009 and an MBA in 2010. Outside of the office, my wife Kristen and I have two children and one Golden Retriever. I serve on the Wilkes County Chamber of Commerce Board as well as the N. Wilkesboro Lions Club Board of Directors. My goal is to deliver a personalized experience to ensure you are comfortable making the best financial decision possible for you and your family.