Successfully planning retirement takes time, resources and effort.  Whether you are accumulating assets or considering how to monetize those that you have, my team and I have the experience to help you.

Understanding the life cycle of a business is critical.  From concept to transition, efficiencies through thoughtful planning and surrounding yourself with the right people positions you to maximize your efforts.

As a young professional, I know the pressure that cash flow has on building a successful balance sheet.  Understanding how to create behaviors and where to start the planning process is what leads to long term success.

Successful business owners work not only in the business but on the business.  Implementing a strategy to realize the vision that supports lifestyle and legacy goals for your family, employees and community requires commitment to a plan.

Business owners have a unique set of issues.  Outcomes are never certain so making sure that your business plan is coordinated with your personal plan is where we see successful entrepreneurs spend time and energy. 

Entertainers and Professional Athletes are unique.  They have a specialized set of skills that have been developed which may provide opportunities many only dream of. Understanding how to capitalize on these talents is where I can help.

Jaime supports the team's planning efforts and is the initial point of contact for many client service matters. She has a Life and Health insurance license; is a Notary Public of North Carolina; and joins us with 14 years of experience...

Sarah supports the team's investment operations through client onboarding and servicing. Sarah has obtained master's degrees from the University of Georgia, as well George Mason University.