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 Director

Durham, McLean, Richmond, Raleigh, Roanoke

Alex Miles

Alex Miles

Sr. Wealth Advisor

Brian Smyth

Brian Smyth

Wealth Advisor

Dave Werle, CFP®, CSRIC®

Wealth Advisor

Frances Hymiller, CFP®

Wealth Advisor

Hanna Yesuf

Hanna Yesuf

Wealth Advisor

HK Hallett

HK Hallett

Sr. Wealth Advisor

Jennifer Adams, CFP®, CDFA®, CSRIC®

Sr. Wealth Advisor

Kathryn Beach, CFP®

Wealth Advisor

Nicole Brandon

Nicole Brandon

Wealth Advisor

Amy Boyd, CFP®

Sr. Financial Planner

Kristen Revis

Kristen Revis

Financial Planner

Carson Durham

Client Service Specialist

Ginny Starnes

Manager, Client Service

Helen Shingler

Helen Shingler

Sr. Manager, Client Service

Asheville, Atlanta, Blairsville, Macon

Karin Osofsky

Client Service Specialist

Paul Gustafson

Paul Gustafson

Client Service Specialist

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