Meet The Team

Wealth management is intricate; and therefore, requires a multifaceted approach. Understanding that no two clients have the same current life circumstances, we hand-crafted a team of professionals who are equipped with the knowledge and expertise to connect with our clients on an emotional level and help them map out and meet their financial needs.

 

Bob Rauf , CLU®, ChFC®

Wealth Management Advisor

Office 919-755-3201


Mobile 919-349-5221


Email

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Jason Garey , CFP®, ChFC®

Wealth Management Advisor

Mobile 919-985-1023


Email

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Kelly Parker , CLU®

Financial Advisor

Mobile 919-795-0218


Email

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Logan M Beck

Associate Wealth Management Advisor

Office 919-755-3201 ext. 11372


Email

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Shannon Dishaw

Client Service Coordinator

Office 919-755-3201 ext. 3333


Email

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Caitlin Hunnicutt

Director of Marketing and Client Experience

Office 919-755-3201 ext. 11344


Email

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John Keiper

Lead Research Analyst

Office 919-755-3201 ext. 5167


Email

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Debbie Kenny , PHR

Director of Human Resources

Office 919-755-3201


Mobile 919-724-3981


Email

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Liz Merritt

Insurance Operations Manager

Office 919-755-3201 ext. 3445


Email

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Becca Nobles , CLF®, MBA

Associate Wealth Management Advisor

Office 919-890-8721


Email

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Emily Paolone

Investment Operations Manager

Office 919-755-3201 ext. 8237


Email

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Brian Rauf

Director of Operations

Office 919-755-3201


Email

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Katie Schrull

Financial Planning Analyst

Mobile 919-708-2453


Email

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