Who we are

FINANCIAL ADVISOR, MANAGING DIRECTOR

Eric is a Financial Advisor working with individuals, families, and businesses to identify their financial goals and then guide them toward those goals. His approach to building long-lasting relationships with clients is effective communication with a focus on education. Eric primarily works with business owners and corporate executives, encouraging them to approach their finances as they do their business. He believes in the power of surrounding yourself with a team of tax, legal, and financial professionals and resources to organize and protect your wealth.

Experience:

• Truist Advisory Services, Inc., Managing Director, Financial Advisor Private Client Group Truist Investment Services
• BB&T Scott & Stringfellow, Managing Director

Education/Certifications:

• Wake Forest University, Calloway School of Business, BS, Business
• CERTIFIED FINANCIAL PLANNER™ designation
• Certified Trust and Fiduciary Advisor (CTFA)

FINANCIAL ADVISOR, MANAGING DIRECTOR

Thomas is a Financial Advisor who works closely with his team, clients, and other professional advisors to provide holistic advice. Thomas believes the foundation of financial success for his clients is based on comprehensive financial planning built around their goals. His approach to working with clients focuses on open communication with the objective of simplifying the complex.

Experience:

• Truist Advisory Services, Inc., Vice President, Financial Advisor Private Client Group Truist Investment Services
• BB&T, Wealth Advisor

Education/Certifications:

• Campbell University, MBA, Finance
• Campbell University, BBA, Minor in Financial Planning
• CERTIFIED FINANCIAL PLANNER™ designation

ASSOCIATE FINANCIAL ADVISOR

Collin is an integral part of his team as an Associate Financial Advisor, working with them since 2017. He leads in the construction of our client’s financial plans, implements investment strategy objectives, and interacts with our clients directly as an extension of the Advisors.

Experience:

• Truist Wealth, Business Development Officer

Education/Certifications:

• Greenville Technical College
• Series 7, 66 licenses
• Life and Health Insurance license

CLIENT SERVICE ASSOCIATE - REGISTERED

Kimberly joined the team in September 2021 with previous experience in the financial services industry. She leads the team’s daily operations management, new client onboarding, and client services. Kimberly provides dedicated support to advisors and clients, enhances individual and business relationships, and delivers the highest level of administrative and operational solutions.

Experience:

• Truist Wealth, Brokerage Registered Client Service Associate
• BB&T, Wealth Support Specialist
• Wells Fargo, Lead Teller

Education/Certifications:

• Series 7, 66 licenses
• Securities Industry Essentials Exam
• Life and Health Insurance license