Broker Check

Our Financial Advisors & Associates

North Carolina Team
Virginia Team
South Carolina Team
Georgia Team

At our firm, we have the client—and only the client—in mind.

North Carolina

Robert Turner

Robert Turner, CLU®, ChFC®, AIF®

President & CEO

(919) 719-3800

John Amendola, CPA

John Amendola, CPA

Financial Advisor

919-272-3930

Devin Butler

Devin Butler, CFP® , AIF®, CRPC®

Financial Advisor

(919) 719-3801

Paul Cappuccio

Paul Cappuccio

Chief Operations Officer

(919) 719-3826

Brian Carr

Brian Carr, CPWA®, CFP®, AIF®

Financial Advisor

(919) 719-3831

Earl Chesson

Earl Chesson, CLU®, ChFC®, CAP

Chartered Advisor in Philanthropy

(919) 403-1234

Jill Davenport

Jill Davenport

Client Service Representative

(704) 643-0139

Karen DeVries

Karen DeVries

Practice Administrator

(704) 643-0165

Carol Edwards

Carol Edwards

Client Service Representative

(919) 719-3859

Trannis Dean

Trannis Dean

Client Services Associate

919-719-3808

Lindsey Garner

Lindsey Garner

Practice Manager

919-719-3818

M. Sean Godwin

M. Sean Godwin

Financial Advisor

(919) 719-3849

Shane Gurganus

Shane Gurganus, CFP®, ChFC®, AIF®

Financial Planner

(704) 643-0156

Daniel Haines, CFP®, AEP®

Daniel Haines, CFP®, AEP®

Financial Advisor

(919) 719-3825

Matthew Hall, CFP®

Matthew Hall, CFP®

Financial Planner

(919)719-3837

Ashley Howell

Ashley Howell, AIF®

Director of Compliance

(919) 719-3834

F. Lawrence Jones

F. Lawrence Jones, CFP®, MBA

Financial Planner

(704) 643-0147

Andrew King, AIF®, RICP®, LUTCF

Andrew King, AIF®, RICP®,  LUTCF

Financial Planner

704-643-0408

Emilee Lane

Emilee Lane

Client Service Associate

919.719.3815

Trevor Lawson

Trevor Lawson, CFP®, AIF®, RICP®, CLU®, CDFA®

Financial Advisor

(919) 719-3816

Krista McConnell

Krista McConnell

Practice Manager

(919) 571-7410

Mandi Miglino

Mandi Miglino

Compliance Operations Associate

(919)719-3842

Corbin Oliver

Corbin Oliver, CFP®, AIF®, RICP®

Financial Advisor

(919) 719-3852

Kathy Palmer

Kathy Palmer

Practice Manager

(919) 719-3828

Nick Pangakis

Nick Pangakis, RICP®, FSCP®, LUTCF

Financial Advisor

(984) 235-7222

Nicholas Pino

Nicholas Pino, CFP®, AIF®

Financial Planner

(919) 719-3811

Chessie Ralston

Chessie Ralston

Chief Marketing Officer

(919) 719-3809

John Rigsbee

John Rigsbee, CPA

Financial Advisor

(919) 468-5151

Phil Romano

Phil Romano, CIMA®, CFP®, AIF®

Financial Advisor

(919) 719-3848

Andrew Rose

Andrew Rose, CFP®, CLU®, RICP®

Financial Advisor

(919) 719-3853

Cal Shelton

Cal Shelton

Financial Advisor

(919) 719-3805

Summer Smith

Summer Smith

Business Development and Advisor Engagement

(919) 524-6962

William Smith

William Smith, CPWA®, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

Advanced Planning Advisor

(919) 719-3839

Scott Sorrell

Scott Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC

Advanced Planning Advisor

(919) 719-3817

Bob St.Clair

Bob St.Clair, CPA

Registered Representative

(828) 884-2017

Spencer Teddy

Spencer Teddy

Client Solutions Specialist

919-719-3804

Kent Thompson

Kent Thompson, CFP®, MSFS

Financial Advisor

(919) 719-3824

Nathan Weir, CFP®, AIF®, RICP®

Nathan Weir, CFP®, AIF®, RICP®

Financial Planner

(704) 643-0136

Virginia

Jacob Charlwood

Jacob Charlwood, CFP®, AIF®

Financial Advisor

(804) 665-1544

Steve Consiglio

Steve Consiglio, MS, CLTC

Financial Planner

(804) 665-1523

Cathy Danford

Cathy Danford, CFP®, RICP®

Financial Advisor

(804) 665-1555

Kimberly Day

Kimberly Day

Operations Manager

(804) 665-1516

Joshua Hutchinson, APMA®, CRPC®, WMS℠

Joshua Hutchinson, APMA®, CRPC®, WMS℠

Financial Advisor

(804) 665-1543

Holly Johnson

Holly Johnson

Administrative Assistant

804-608-1782

Kenneth Kapinskis

Kenneth C. Kapinskis, AIF®, RICP®

Financial Planner

(804) 665-1517

Kimberly Kapinskis

Kimberly Kapinskis

Operations Manager

(804) 665-1520

Paul Kelly

Paul Kelly, AIF®

Financial Advisor

(804) 665-1550

Stacey Lisi

Stacey Lisi, FPQP™

Operations Manager

(804) 665-1540

Sharon Loving

Sharon Loving

Client Service Coordinator

(804) 288-8800

Kyle Murphy

Kyle Murphy

Financial Advisor

(804) 665-1589

Kristopher Olexy

Kristopher Olexy, CFP®, AIF®, CLU®

Advanced Planning Advisor

(804) 665-1518

Eric S. Owen

Eric S. Owen

Financial Advisor

(804) 608-1782

Jason Pruden

Jason Pruden, CFP®, ChFC®

Advanced Planning Consultant

(804) 665-1521

Michael Pugh

Michael Pugh, CLU®, ChFC®, CLTC, CASL®, CEPA®

Financial Advisor

(434) 917-3403

Jim Ritchie

Jim Ritchie

Financial Advisor

(804) 665-1522

Greylan Snidow

Executive Assistant

(804) 665-1573

Robert Snidow

Robert Snidow, CFP®,RICP®, CLU®, ChFC®

Financial Advisor

(804) 665-1532

Steve Tanner

Steve Tanner

Financial Advisor

Shawn Thornton

Shawn Thornton

Team Leader, New Business

(804) 665-1513

Matt Wilson

Matt Wilson

Practice Manager

South Carolina

Anne Kleitches

Anne L. Kleitches, CLU®, ChFC®, CFP®, CPA

Investment Advisor Representative

(803) 787-3055

Daryl Smith

Daryl Smith

Registered Representative

(864) 214-6900

Georgia

Keli Hazel

Keli Hazel, CPA

Financial Planner

470-878-1247

Denise Sowell

Denise G. Sowell, CFP®, CLU, ChFC

Financial Planner

770-898-0848

Mary Hudson

Mary Hudson

Office Manager for Keli Hazel

470-878-1247

Kellie Zeigler

Kellie Zeigler

Advisor Support for Keli Hazel

(470) 878-1247

Tiffany Maholm

Tiffany Maholm

Advisor Support for Keli Hazel

470-878-1247

Cathy Morgan

Cathy Morgan

Executive Administrative Assistant for Denise Sowell

770-898-0848

Susan Murphy

Susan Murphy

Administrative Assistant for Denise Sowell

770-898-0848