The Covered Bridge Team

“We have combined experience of over half a century.  This is wisdom that can work for clients as they focus on ways to meet their financial goals."

Our name “Covered Bridge” comes from a historic site in Catawba County, the Bunker Hill Covered Bridge.  This bridge was built in 1895 and stands today as a designated National Civil Engineering Landmark.  It was owned by Anne’s family, passed down through the generations, until it was donated to the Catawba County Historical Association in 1985.  

We believe that the covered bridge offers a symbol of what we bring to clients through comprehensive investment planning.   We intend to build with each client an investment portfolio that will stand the test of time and that will be custom-tailored to address or “cover” each client’s particular situation.  We believe in the importance of patience and discipline as we journey together -- helping individuals, families and businesses develop investment strategies that align with their needs, goals and personal preferences.
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Please feel free to contact us with any questions or to schedule a meeting to discuss your financial future.

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Our Team

We are an experienced team with generational roots in the finacial services industry. We are here to listen and help you plan for your future with confidence.

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Financial Family

Family is important to us and your family is no exception. We offer services with your family and finances in mind.

Covered Bridge Investment Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, CA, CO, CT, FL, GA, HI, KY, MD, NC, OK, OR, SC, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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