Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Wealth Strategies
- Business Retirement Plans
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Skiing
- Hunting
- Farming
Team Members
- Penny EveretteSr. Branch Office Administrator
- Kathy SouthardSr. Branch Office Administrator
- Vaness WillardBranch Office Administrator
- Kristy WilliamsBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(336) 634-1380Fax
(844) 812-2740Office Address
1404 Front StreetReidsville, NC 27320opens in a new window
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