Cole joined the firm in June of 2022 as an executive assistant/associate. After gaining experience in the financial services profession, he stepped into an advisor’s role, assisting small business owners and individuals alike in building and maintaining financial plans tailored to their unique goals.
He graduated from Davidson College in the spring of 2022 with a BA in Economics, achieving Dean's list. During his course at Davidson, he was a four year letterman on the football team, earning 1st and 2nd team All-Pioneer Football League Honors his senior and junior year respectively. In addition, he was awarded the Bronko Nagurski scholarship following his senior season. Originally from Winston-Salem, Cole is an alumnus of Mount Tabor High School and is a member of Maple Springs United Methodist Church.