Growing up in Mount Airy, NC, I currently live with my wife and little girl in Wake Forest, NC, where we spend our free time visiting the North Carolina mountains, traveling, and spending time outdoors. I also enjoy reading, exercising, and working outside, and am a Master Mason and member of James B. Green Lodge in Raleigh, NC.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
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Top-notch service delivery and support for the private banking and/or wealth needs of business owners.
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