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: Raleigh

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Joe Young

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Director

Durham, McLean, Richmond, Raleigh, Roanoke

Frances Hymiller, CFP®

Wealth Advisor

Joe Kiely

Joe Kiely, PhD

Sr. Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Scott Below

Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Amy Boyd, CFP®

Sr. Financial Planner

Dani Prorok - Estate Planning Service Specialist

Dani Prorok

Estate Planning Service Specialist

Brownie Cordell

Brownie Cordell

Client Service Manager

Asheville, Charlotte, Durham, Raleigh

Katie Miceli

Director of Operations

Asheville, Charlotte, Durham, Raleigh

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May 22, 2025

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Navigating Real Estate Transfers to Trusts: What You Need to Know

May 21, 2025

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