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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Location: Asheville

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Dave Werle, CFP®, CSRIC®

Wealth Advisor

Jennifer Adams, CFP®, CDFA ®, CSRIC ®

Sr. Wealth Advisor

Kathryn Beach, CFP®

Wealth Advisor

Kristen Revis

Kristen Revis

Financial Planner

Carson Durham

Client Service Specialist

Helen Shingler

Helen Shingler

Sr. Manager, Client Service

Asheville, Atlanta, Blairsville, Boca Raton, Macon, Tampa

Karin Osofsky

Client Service Specialist

Paul Gustafson

Paul Gustafson

Client Service Specialist

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