About Ted


Meet with Ted

Ted has over 30 years of investment experience in developing, implementing and managing financial plans for individuals as well as small businesses. Ted is an Accredited Investment Fiduciary®, and is a Certified Kingdom Advisor® charter member (a community of Christian financial professionals). He is also a trained True Wealth Consultant.

Ted is an active member of the community through his church, and the Rotary Club of Troutman. Ted and his wife, Lisa, are passionate for caring for children. They were licensed foster care parents and have fostered children from 2009 until 2013 when they decided to adopt. They live on Lake Norman and have three children, Zach, Jessi and Jenna. Ted enjoys boating, golfing, and spending time with friends and family.


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Ted is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

Ted’s favorite food

Eggplant Rollatini with Meatballs

What motivates Ted:

The impact I make on my family, my community and everyone I come into contact with

Ted’s Favorite Book:

The Bible

Favorite quote:

“There are three types of people in this world.. the people that make things happen, the people that watch things happen, and the people that wonder ‘What the heck happened?’”

Favorite holiday: