Our Team
William E. Hege IV, CFP®
President and Chief Executive Officer
Will is an experienced financial advisor with a passion for helping clients achieve their financial goals. Will is a CERTIFIED FINANCIAL PLANNER...
Ed has significant experience in the financial services industry, serving his clients faithfully since 1975. His calm demeanor and exceptional relational ability provides his clients the confidence and clarity...
Steven joined our firm in 2016. He is our Chief Operating Officer and an LPL financial advisor. He is an integral part of our service commitment and client experience. Steven helps our team with portfolio construction...
Beatrix Tang is a native of Malaysia and has been a Naturalized American Citizen since 2011. Prior to coming to the United States in 2002, she was a teacher - teaching the piano and cello, as well as English as a Second Language, and...
Born and raised in Germany, Marion moved to the United States in 1991. She has lived in North Carolina for the past 24 years and is proud to have become a US citizen in 2016. Since coming to the States, she has worked in the insurance...
Associate
Perry Hudspeth is a 1971 graduate of Appalachian State University with a BS degree in Business Administration. He worked thirteen years in the home office of a leading regional life insurance company in the Pension, Business Insurance,...