Broker Check

Our Team

Will is an experienced financial advisor with a passion for helping clients achieve their financial goals. Will is a CERTIFIED FINANCIAL PLANNER...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

Associates

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,...

Read more

Bill Gribble, a graduate of Guilford College, has been a licensed insurance agent for more than thirty years and a securities registered representative for twenty years. He is currently a Registered Representative of LPL Financial. He...

Read more