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

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
P. Kent Gravely
P. Kent Gravely
Financial Advisor
Scott Butcher
Scott Butcher
Financial Advisor
Adam Smith
Adam Smith
Financial Advisor
Michael Bucceri
Michael Bucceri
Wealth Manager
Kevin Brown
Kevin Brown
Financial Advisor
Jake Harry
Jake Harry
Financial Representative
Jeff Herman
Jeff Herman
Financial Advisor

Backoffice

Michael Noppinger
Michael Noppinger
Senior Compliance Officer
Rachel Bass
Rachel Bass
Client Service Associate
Holli Kohl
Holli Kohl
Client Service 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
Brent Godwin
Brent Godwin
Client Services Associate
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