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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Joe Young

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Director

Durham, McLean, Richmond, Raleigh, Roanoke

Joe Kiely

Joe Kiely, PhD

Sr. Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Scott Below

Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

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

Brownie Cordell

Brownie Cordell

Client Service Manager

Asheville, Charlotte, Durham, Raleigh

Katie Miceli

Director of Operations

Asheville, Charlotte, Durham, Raleigh

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Creative professional working together

Tax Planning

Tax Planning for Creative Professionals: Simplifying Tax Complexities

December 18, 2025

Tax Planning

Is Social Security Taxed in 2026? What Retirees Need To Know About New Rules

December 18, 2025

Investment Management

Investing in Secondaries in Private Markets

December 16, 2025

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