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

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®

Sr. Wealth Advisor

Scott Below

Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

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

Ginny Starnes - Manager, Client Service

Ginny Starnes

Manager, Client Service

Helen Shingler

Helen Shingler

Sr. Manager, Client Service

Asheville, Atlanta, Blairsville, Macon

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