Trevor Lawson, CFP®, AIF®, RICP®, CDFA®
Financial Advisor

Blog

Hayes Barton Cafe

One Friday evening recently, Heather and I finally got a chance to try Hayes Barton Cafe in Five Points...
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Side Street

Heather and I decided to try Side Street Restaurant for lunch in the heart of the lovely Historic Oakwood neighborhood..
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Seoul 116

It's been a while since Heather and I made it out for a date night...
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H Mart

In celebration of the Chinese Lunar New Year, Heather & I decided to venture out to Cary to the highly recommended H Mart..
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Crawford & Son

We are ashamed to say that we live pretty close to Crawford & Son and it's only the second time we have been able to make it for dinner!  It was as excellent as we remembered. We decided to order two craft cocktails to start the meal along with two appetizers.  The appetizers were both beef...
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Carolina Beach

Heather and I always plan to have at least one night away towards the end of each year...
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Boone

A few weekends ago, Heather and I went to Boone, NC for a weekend getaway...
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Wilson's Eatery

Last Thursday, Heather and I made it out for a weeknight date night...
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Fosters

You want to know mine and Heather's new favorite thing!? Eating breakfast at new places on Saturday mornings...
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Morgan Street Food Hall

Have you been to the Morgan Street Food Hall yet?!!?  It's one of the latest attractions to hit the Raleigh food scene.  Heather and I decided to see what the hype was all about after many people had suggested that we go.  This concept...
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The Umstead

This is a very special blog! A few weeks ago, I popped the question. I asked Heather to marry me...
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Poke Burri

Heather and I don't get to eat lunch together often but when we do, of course we like to try a new place!  Poke Burri in Raleigh came on our radar from a few advertisements that we have been seeing around and we figured we would give it a try.  Thankfully we did!  It's a very cool concept where sushi is the size of burritos!  A dream come true.  Heather ordered the Crabbirrito which was a sushi burrito filled with crab salad, lettuce, cabbage...
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Downtown Durham

So, what is our new favorite way to spend a Tuesday? Take the 3 o'clock train from Raleigh to Durham for $7 a person and explore Downtown Durham!
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International Food Festival

Playing catch up on our blogs, this summer is moving by quickly! Several weeks ago, we had the pleasure of going to the International Food Festival in Downtown Raleigh.
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Sitti

***Our Favorite Restaurant Alert*** Sitti has been a very special restaurant to us throughout our relationship so we make it a point to go back every so often.
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OBX

As you can see from the busy picture, we ate our way through Nags Head, Kitty Hawk & Duck, North Carolina! After Heather's graduation, we decided to take a week-long vacation to this area of North Carolina as neither of us had been. We actually hadn't ever taken a week-long vacation either, so we were looking forward to exploring, relaxing and of course trying new food! Monday, our first day on the Outer Banks, we decided to try a local seafood restaurant...
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Shelby, NC

We have had a crazy few weeks and have to catch up on our blogs! Even though we have been busy, not to worry, we have been eating at plenty of places to share with everyone. This blog post is going to focus on our last trip to Shelby, NC.Heather graduated from her Family Nurse Practitioner program and we wanted to spend some time in this part of the State to close out this chapter in our lives. Of course, we wanted to eat at some of our favorite spots...
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10th Year Reunion- Charlottesville, VA

Recently, Heather and I attended my 10-year reunion at Woodberry Forest School in Orange, VA.  We decided to stay in Charlottesville, VA with friends at an Air B&B.  Charlottesville is a quaint college town, much like Chapel Hill, that offers a great food scene.  When we arrived in Charlottesville, we met friends at a burger joint, Citizen Burger, located at the Downtown Mall. This place came highly recommended from a friend who lives in the area. We chose...
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Tonbo Ramen

ALERT, ALERT! *NEW* quick stop in DTR!  My brother was coming into town and Heather and I always try to take him somewhere new.  We have been very excited about trying the new Ramen restaurant on Wilmington St. and this seemed to be the perfect occasion.  Tonbo Ramen just opened a few short months ago and we had heard nothing but good things.  We got there a little past the dinner rush due to a prior...
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The Cardinal

Simple, quick bite with local flare sums up ‘The Cardinal.’  This local spot is close to our house and we had been waiting for the right time to try it out.  We were headed to a movie and wanted to grab something quick so we decided to give it a try and take advantage of their outdoor seating area on the beautiful day.  The Cardinal is off the beaten path on Peace St and has a great view of the Raleigh skyline. When you walk in, you quickly notice...
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Raleigh Beer Garden

I don't know why we waited so long to have dinner at Raleigh Beer Garden.  We have been in a few times for drinks with friends but we had never ordered food.  Wanting to get out of the house to watch basketball, we decided to give it a try!  Let me tell you, we were missing out!  First, the beer menu (which is online) has 300+ beers listed on it by the type of beer.  There has to be a beer there to make everyone happy.  You can ask for a flight...
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Team Insights VLOG

Listen to Corbin Oliver, AIF®, RICP® and I talk about recent market volatility and more.
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Smashed Waffles

We had to write about this one.  We had seen the advertisements for the new Smashed Waffles on Hillsborough St. (near NC State’s campus) on the Offline app and finally we couldn't resist waiting any longer to try it out.  It's open until midnight on the weekends so it's a great after dinner treat!  All I am going to say is that you should do yourself the favor and treat yourself to one of these outstanding desserts.  Heather and I...
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Vics

Do you ever walk into a restaurant and it feels like home?  That's how we feel every time we walk into Vic's.  We use to live just a block away from the Italian restaurant that is located in the Moore Square section of Downtown Raleigh.  When we lived close by, we would frequent this place because of the relaxing outdoor seating, great wine selection, and wonderful Italian food. For us to go back this past weekend indeed felt like we were going...
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Brewery Bhavana

How rare is a place that is a bar, book shop, flower shop and restaurant all in one?  When we heard that Brewery Bhavana had been named one of the best new restaurants in America for 2017, we weren't surprised!  This restaurant is all of those things and more. We have been fortunate enough to eat at the restaurant a few times and we always look forward to going back.  If you haven't been yet, it's completely worth the wait!  We definitely...
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Pizza & Puerto Rican Food

January always seems to be a long month.  We aren't complaining but the early sunsets and cold days seem to exaggerate the length of January.  Also, if you live in the Raleigh area, you were lucky enough to enjoy two snow storms two weeks apart that seemed to slow time down even more!  For those of us who have grown accustomed to living in Central North Carolina, we know how the cities tend to shut down with the slightest dusting of snow.  Luckily, Heather and I were...
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Happy New Year!

Happy New Year Everyone! Heather and I are ready to tackle 2018 and see what the year has in store for us!  We have two Raleigh restaurants that we would like to suggest that are quick, yummy, and healthy! On one of those abnormally warm winter days, we were ready to get out of the house to enjoy the glimpse of Spring!  We decided to grab lunch and go to Fletcher Park to eat on the park’s picnic tables.  We wanted to eat something healthy as we knew we ate more...
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Wilmington Trip

In anticipation of the holidays, Heather and I went to Wilmington, NC, for a quick one-night getaway to kick off this lovely time of year!  Here is how we indulged in their food scene: First, we went to Sweet n Savory Café which is located as you are driving through Wilmington to Wrightsville Beach.   The perfect stop for a quick, sit down meal. Not only is this a great place for lunch, but it also has a bakery where they sale their own breads...
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4 Times You Will Need a Financial Plan

Many people will go through life choosing to take care of financial matters personally without the help of a financial planner. However, there are several life events and other situations that can make financial matters a bit unclear, and some professional guidance will be beneficial to maximize asset management.So, when exactly does a financial plan come in handy, and who benefits from having one? The short answer: anytime for anyone.
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How to Choose the Right Financial Advisor

Financial planners are an excellent resource for people with short and long-term financial goals who need guidance during the process. They can help plan ways to save and invest money as well as provide advice on specific financial goals such as buying...
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Stanbury

Are you looking for a charming, low-key restaurant in Downtown Raleigh with excellent small plates?!?!  We found one this past weekend. 
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Chicago Eats

This year my firm’s annual practice advancement conference (Signator PAC) was in Chicago.  Because neither Heather nor I had ever been to the city, we took advantage of the opportunity to get away and explore! As some of our readers know, Chicago is a foodie town so we went with plenty of recommendations on places to eat. Here are some of the best places we discovered...
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Oakwood Cafe

This weekend Heather and I had family in town and on Sunday morning, we went on a walk searching for the perfect brunch spot.  We decided upon a hidden gem in Downtown Raleigh, the Oakwood Cafe.  The Oakwood Cafe is a small, quaint restaurant that flies under the radar. The only time Heather and I had been before was for dinner, which is when they serve their delicious Cuban and Argentinian food. 
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Woody's

I had the craving for chicken wings, so Heather and I went to one of our old favorites in Downtown Raleigh that never disappoints, Woody's at City Market.  This is a place we will go to anytime we want good bar food...
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What is a Foodie?

food·ie ?fo?od?/ noun  informal   a person with a particular interest in food; a gourmet. synonyms: gourmet, epicure, gastronome, gourmand "his father was a foodie who worked for an international magazine"
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