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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Southeast: Carolinas

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Joe Young

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Director

Durham, McLean, Richmond, Raleigh, Roanoke

Alex Miles

Alex Miles

Sr. Wealth Advisor

Brian Smyth

Brian Smyth

Wealth Advisor

Dave Werle, CFP®, CSRIC®

Wealth Advisor

Frances Hymiller, CFP®

Wealth Advisor

Hanna Yesuf

Hanna Yesuf

Wealth Advisor

HK Hallett

HK Hallett

Sr. 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

Nicole Brandon

Nicole Brandon

Wealth Advisor

Pam Postma - Sr. Wealth Advisor

Pamela Postma, CFP®, MBA

Sr. 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

Jonathan Wilson, CFP®, EA

Sr. Wealth Advisor

Amy Boyd, CFP®

Sr. Financial Planner

Kristen Revis

Kristen Revis

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

Carson Durham

Client Service Specialist

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