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 Partner

Durham, McLean, Richmond, Raleigh, Roanoke

Alex Miles

Alex Miles

Partner

Brian Smyth

Brian Smyth

Wealth Advisor

Dave Werle, CFP®, CSRIC®

Wealth Advisor

Frances Hymiller, CFP®

Wealth Advisor

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

Sr. Wealth Advisor

Pam Postma - Sr. Wealth Advisor

Pamela Postma, CFP®, MBA

Sr. Wealth Advisor

Scott Below

Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

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

Karin Osofsky - Client Service Specialist

Karin Osofsky

Sr. Client Service Specialist

Katie Miceli

Director of Operations

Asheville, Charlotte, Durham, Raleigh

Paul Gustafson

Paul Gustafson

Client Service Specialist

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

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

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