I am a North Carolina native and work alongside my father, David, as an advisor and partner. After graduating from North Carolina at Chapel Hill I obtained my insurance license and provided life insurance planning for young parents looking for college education fund options.

Later, I had the opportunity to pursue a career utilizing my knowledge of the Research Triangle area and my complex wine palate as a wine distributor for Empire D...

I organize our client events and retirement planning workshops and courses. I am responsible for keeping our client family connected with our newsletters, website, and through social media…so make sure to say cheese when I point the camera in your direction!

A Chicago native, I have called Wilmington home after moving here with my daughter in 1999. I have over 20 years of marketing experience in radio and at an advertising agen...

In addition to maintaining our office's Compliance records, I make certain that our office protocol is in line with Compliance rules. I am also in charge of accounting. In short, I do the critical work that no one else gets excited about. To express my creative side, I write articles about life in general and Wilmington’s history and events for our newsletter.

I have a degree in marine biology from UNCW. David and I met while wo...

I am a small-town girl from what has been jokingly considered the “wrong coast”. I come from coastal Northern Oregon, where the movie “The Goonies” was filmed. Wilmington became my home in October of 2020 after taking a few weeks to drive across the country. I quickly fell in love with the beaches, the people, and the rich history of the area. Not to mention the sunshine! If there is anything anyone knows about the P...

In the words of Bruce Springsteen, I was born in the USA, in the beautiful garden state of New Jersey. I moved to North Carolina in 2018 with my husband and love the rejuvenation of beach therapy. There is nothing I enjoy more than my toes in the sand, sun on my face and the sound of the waves in my ears.

Our two adult children live in the Charlotte area but come down for a visit and little vitamin D often. We are big “foo...

As a Client Care Specialist, I am here for YOU!
I have almost 15 years of experience in customer service ranging from the food industry to patient care. I love getting to know new people and making new friends. My friends and family all know that when I’m around, we’re having fun!

I am originally from Chesapeake, VA where I attended ODU and received my bachelor’s degree in biology. I have a love for the en...

I’m a New Jersey native where I lived most of my life with my parents and seven siblings. Coming from a large family I was fortunate to always be surrounded by laughter, fun and chaos! The decision to move away from my family wasn’t an easy one, but I wanted to get away from the snowy winters and bundling up in my parka.
I believe life is about helping people and my heart always led me to help others in my careers. I spen...

I’m about 12 years old, and the youngest member of our team and still learning the ropes. I take my job of protecting the office very seriously, although I can still be distracted by popcorn and treats.

In my leisure time, I enjoy traveling to Dog Club of Wilmington, where I pal around with the dogs in the “big dog” area (I was placed there after Dog Club personnel discovered I sincerely believes that I’m a big...