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...

David refers to me as the “go-to” person that is always here to help you. My journey to the financial industry began with a degree in marketing and computer science from Franklin University in Ohio. While at Franklin University and throughout my 20s, I also nourished my love of art and painting. One of my art classmates was Mary Ellen Withrow, treasurer of the United States from 1994-2001, and back then neither of us were focuse...

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 Pacific Northwest, they k...

As a Director of Annuity Operations, I assist all our clients with their day-to-day needs. I found a passion for working in financial services during college and I enjoy taking on new, challenging task.

Born in Durham, I’m a North Carolina native and a graduate of the University of North Carolina at Wilmington. When I am not working, I love to spend time surfing, bike riding, reading (I’m in forever journey seeking the tre...

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...