Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

Location: Asheville

Clear All Filters

Dave Werle, CFP®, CSRIC®

Wealth Advisor

Jennifer Adams, CFP®, CDFA®, CSRIC®

Sr. Wealth Advisor

Joe Kiely

Joe Kiely, PhD

Sr. Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Kathryn Beach, CFP®

Wealth Advisor

Scott Below

Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Merrick Estes

G. Merrick Estes, Jr.

Sr. Vice President

Atlanta, Asheville, Charlotte, Raleigh, Durham, Boca Raton, Orlando, Jacksonville, Sarasota, Tampa, Franklin, Gallatin, Naples

Kristen Revis

Kristen Revis

Financial Planner

Brownie Cordell

Brownie Cordell

Client Service Manager

Asheville, Charlotte, Durham, Raleigh

Carson Durham

Client Service Specialist

Karin Osofsky - Client Service Specialist

Karin Osofsky

Sr. Client Service Specialist

Katie Miceli

Director of Operations

Asheville, Charlotte, Durham, Raleigh

Paul Gustafson

Paul Gustafson

Client Service Specialist

Ready to get started?

Explore More

A couple planning retirement catch up contributions

Insights

2026 Retirement Plan Contribution Limits and Catch-Up Rules

November 5, 2025

Insights

Smart Holiday Gifting: OBBBA 2025 Tax Benefits Explained

November 4, 2025

Tax Planning

Estate and Gift Tax: Essential Considerations

November 3, 2025

Continue Browsing