Arbor Investment Advisors | People
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Experienced. Credentialed. Committed to your success. Our pledge is personal service from dedicated professionals.



Duke University, 1991
Public Policy Studies

Summa Cum Laude, Phi Beta Kappa

Board service: Creative Corridors Coalition, Northwest North Carolina Community Foundation, Piedmont Federal Savings Bank
Eagle Scout, golfer and skier
Direct: 336.397.1505

Scott E. Cawood, CFA®, CFP®

Principal, CEO & CIO

Flagler College, 1996
Business Administration
MBA, Wake Forest University, 2000
Meals-on-Wheels volunteer, New River Conservancy Board
Direct: 336.397.1506

Scott D. Jones, CFP®

Principal & CFO

University of North Carolina, Chapel Hill, 2000
History and Economics
Board service: Rotary Club of Winston-Salem (Foundation Chair), Winston-Salem Symphony, past service on boards of Summit School, Centenary UMC and Past-Chair of Kaleideum (formerly Children’s Museum of Winston-Salem)
Boy Scout leader, golfer, genealogy
Direct: 336.397.1503

William E. Hollan, III, CFP®




East Carolina University, 1996
Business Administration
(concentration in Financial Services)
Stokes County Arts Council, church and school volunteer
Direct: 336.397.1502

Paige P. Birchfield

Principal & COO

The Pennsylvania State University, 1997 Business Logistics
Triad Compliance Roundtable,
church volunteer
Direct: 336.397.1501

April Y. Beason

Principal & CCO

Appalachian State University, 1993
MBA, Pfeiffer University, 1998
Charity League of Lexington, church and school volunteer
Direct: 336.397.1507

Jenna Craver

Investment Services Associate

Clemmons West HOA Event Planner
Direct: 336.397.1515

Judy A. Ward

Office Administrator

Founder and Rare Bird

James E. Martin (Jim) founded Arbor in 1998, served as President and Chief Executive Officer until 2015 and retired in December 2016 after 43 years in financial services. Active in the community, Jim has served as Chairman of: Arbor Acres Retirement Community, Audubon Society of North Carolina, Forsyth Country Club, Reynolda Rotary Club, Senior Services of Forsyth County, Southern Appalachian Highlands Conservancy, UNC School of the Arts Foundation, Winston-Salem State University Foundation and Wake Forest University MBA Alumni Council. Jim and Mary Allen remain active in the community after retirement, traveling and spending time with their children and grandchild.

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