Team

Steve has been in the financial service industry for over 20 years. He specializes in retirement strategies as well as designing financial plans for his clients. He is married to his wife Susan and has a 10 year old son, Jason. He...
Tim has been a member of our team since 2001. He has over 20 years experience in the financial services business. He specializes in insurance products and wealth management. He is a graduate of Elon University.Tim enjoys helping out at...
Mike recently joined our team back in April of 2013. He came over from Morgan Stanley where he has over 20 years experience in the financial service industry. He specializes in managing portfolios for high net worth clients and 401k...
Emily recently joined our team. She is a graduate of Patrick Henry High School. She brings a high energy attitude to our team and is a vital point person for our clients. She is responsible for running the day to day operations of our...