For 26 years my career has been dedicated to assisting others in living and thriving in their life’s purpose and passion. Last year my son, Ren, and I merged our 40 years of expertise in building, managing, and protecting clients' wealth to further this vision. We have extensive experience working with business owners, physicians, sales professionals, and others enabling them to achieve their financial and life objectives while working, transitioning to retirement, and establishing a financial legacy for others.Our established process is rooted in building personal relationships and delivering exceptional client service and experiences. Our dedicated branch team members, Cheryl and Alison, are crucial resources for our clients at every stage of the process and are consistently eager to work with and serve them.The branch is highly experienced in collaborating with clients' CPA, attorneys, and other resources to create innovative and effective solutions for retirement, business succession, and legacy planning needs.I am fulfilling my life’s purpose by serving clients. My Economics degree from Davidson College and JD/MBA degrees from Wake Forest University and career as an estate planning and business attorney were deliberate steps to prepare me for this role as a financial advisor.Leadership roles at the YMCA and my church allow me to contribute to organizations that were significant to me during my upbringing in High Point. I enjoy exercise, outdoor activities at our family farm, travel, and spending time with family.I am passionate about developing new relationships with clients seeking advice and guidance to simplify, consolidate, and understand the wealth strategy necessary to empower their life dreams and goals.Cheryl, branch office administrator, began her career at Edward Jones in 2022. She holds a bachelor's degree in business management from Point Park University in Pittsburgh PA. She has extensive experience in client service and administration. She enjoys reading and traveling and especially visits to Disney.Alison joined our team as a branch office administrator in May of 2024. Alison grew up here in High Point and joins us from a successful banking career. When Alison is not promoting and supporting her daughters' athletic careers she enjoys antiquing and beach trips.