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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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

Andréa-Royster

Andrea Royster

Retirement Plan Specialist

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