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Certified Public Accountant and Registered Investment Advisor serving the Piedmont Triad, North Carolina

 

 

Key Services

Tax

Specializing in individuals and their small businesses.

Accounting

Keeping your paperwork straight, so you can run your small business.

 

 

Fee-Only

Financial Planning

No products to sell, just impartial advice.

Portfolio Management

Customized, full-service investment management with transparent fees.

 

 

 

 

What questions do you have?  

Send me a message:

 

 

 

 

324 S. Elm St., Suite 300  |  Greensboro, NC 27401