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.

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Location: Asheville

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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

Kristen Revis

Kristen Revis

Financial Planner

Brownie Cordell

Brownie Cordell

Client Service Manager

Asheville, Charlotte, Durham, Raleigh

Carson Durham

Client Service Specialist

Helen Shingler

Helen Shingler

Sr. Manager, Client Service

Asheville, Atlanta, Blairsville, Macon

Karin Osofsky

Client Service Specialist

Katie Miceli

Director of Operations

Asheville, Charlotte, Durham, Raleigh

Paul Gustafson

Paul Gustafson

Client Service Specialist

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