Our team consists of experienced professionals with a "hands on" approach to insurance coverage and investment planning guidance. Not only will you find our team members knowledgeable, but you will also discover that we truly care for you. As your Financial Specialists, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Being a successful financial advisor and problem solver requires more than years of experience and a vast knowledge of economics; it also requires a sincere concern and respect for persons. John puts his clients first. He becomes...
336-230-0922 x 109
Dana, a native of Charleston SC, is married to her husband Mike and has a daughter, Sara.She began her career with CP in 1996, first as our receptionist, then moving within the company. As Client Relations Administrator, she uses her...
Director of Sales and Marketing
336-500-0645 x 3
Debbie grew up in Kokomo, IN and comes from a large family with four brothers and one sister. In 1975, one week after graduating from High School, she married her high school sweetheart, Mike, and they now live in Kernersville, NC. She...