Focus

Sterling works with individuals and families to develop financial strategies aligned with their long-term priorities. He emphasizes clear communication and a client-focused approach, helping people make informed financial decisions. 

With a background in entrepreneurship, Sterling built his first business while attending college and applies that same dedication to client relationships. He values a collaborative planning process and prioritizes integrity in his work, aiming to serve both his clients and community with care.

Education, credentials & Recognitions

• University of North Carolina at Greensboro – Bachelor of Science in Business Administration 
• Forbes Best-In-State Wealth Advisors (2018-2024)* 
• Forbes Best-In-State Wealth Management Team Member (2025)**

Outside the Office

Sterling enjoys cycling, skiing, and spending time in North Carolina’s High Country. As a former competitive cyclist and state champion, he remains involved in the sport and co-founded Gears & Guitars, an annual cycling and music festival in Winston-Salem. He also serves as Chairman of the Board for the National Cycling Center, supporting programs that expand cycling access in the region. 

Sterling also enjoys traveling with his wife, Laura, and their two daughters, Vivian and Eleanor. Whether exploring international destinations, snorkeling in St. John, or visiting Disney World, he values time spent making memories with family.

*2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com).  2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com).  2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com).  2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com).  2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 – 6/30/18 (Source: Forbes.com).  2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 – 6/30/17 (Source: Forbes.com).

*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.