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Our Team

Our expertise and dedication to financial planning drive our mission to deliver impactful and personalized wealth-building solutions.

Meet the Team
Meet our Team

Fiduciary Financial Advisors in Raleigh, NC

Our client-first fiduciary advisors provide transparent, personalized strategies to help you grow and protect your wealth.

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Meet the Team
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Advisors

Joe Grabar
Joe Grabar
Managing Principal
Chris Gure
Chris Gure
Investment Consultant
Michael R. Hemmerich
Michael R. Hemmerich
Investment Consultant
Jill Homan
Jill Homan
Financial Advisor
Jay McKinney
Jay McKinney
Financial Advisor
P. Kent Gravely
P. Kent Gravely
Financial Advisor
Scott Butcher
Scott Butcher
Financial Advisor
Adam Smith
Adam Smith
Financial Advisor
Jake Del Signore
Jake Del Signore
Registered Financial Associate
Kevin Brown
Kevin Brown
Financial Advisor
Brandon Walls
Brandon Walls
Financial Advisor
Jeremy Hill
Jeremy Hill
Director of Recruiting and Development
Jeff Herman
Jeff Herman
Financial Advisor
David Monk
David Monk
Financial Advisor
Alex Roper
Alex Roper
Financial Advisor

Backoffice

Susi Golsteyn
Susi Golsteyn
Client Service Associate
Laura Nowinski
Laura Nowinski
Head Trader
Michael Noppinger
Michael Noppinger
Senior Compliance Officer
Rachel Bass
Rachel Bass
Director of Client Services
Holli Kohl
Holli Kohl
Client Service Associate
Shelley Guerin
Shelley Guerin
Client Services Associate
David Grubbs
David Grubbs
Tax Specialist and Compliance Officer
Ana Carter
Ana Carter
Financial & Operations Principal
Corey Grabar
Corey Grabar
Marketing Director & Corporate Liaison
Regina McCrorie
Regina McCrorie
Compliance Officer
Ashley Hester
Ashley Hester
Director of Operations
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