Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
“I believe one person’s pocket change is another person’s riches and based on that belief I continuously strive to be engaged with each client’s needs by providing investment choices to grow and protect what they have worked hard to accumulate.”— Verena Ruiz
Karen was previously CFO of her family business for over twelve years. After her exit in January 2018, Karen joined the Financial Management team at the High Point, North Carolina branch of Signature Wealth. Karen chose this industry...