Fiduciary Wealth Management
My financial services are based on the idea of providing a personal service with objective and transparent advice.
They are what you get when I live up to my core values of Duty, Honor, Integrity, and Loyalty. You can learn more, in particular, about why these things matter to me here.
I know you could go anywhere for financial advice and that you are placing a lot of trust in us when you choose Thayer Financial. Especially in an industry that’s seen so many innocent people taken advantage of, I don’t take my client’s trust lightly.
That’s why, when you decide to work with me at Thayer Financial, you are getting a trusted partner for life.
As a fiduciary, I am duty-bound to act in your best interests, but it goes deeper than an obligation at Thayer Financial.
Your Partner In Prosperity
At Thayer Financial, we assist clients with retirement planning nationwide. We proudly serve our local community: Hickory, Newton, Conover, Morganton, Lincolnton, Lenoir, Blowing Rock, and Boone.
