Our holistic approach looks at all aspects of our clients’ lives and takes in to account not only the hard cold logic of finance, but the human aspects of what it’ll take to give our clients peace of mind.
Just as every person is unique so is every financial strategy. Our office lives by Colossians 3:23, “ Whatever you do, work at it with all your heart as if working for the Lord.”
Al teaches Sunday School to seniors and participates in mission trips to the Navajo Indian Reservation in New Mexico. As a heart transplant recipient, he volunteers with the North Carolina Organ Donor Association, speaking from personal experience about the impact of this life-changing gift. Al and his wife Susan enjoy traveling, working in their yard and spending time together.