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)

CLIENT RELATIONSHIP MANAGER, ASSISTANT VICE PRESIDENT

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

CHIEF HAPPINESS OFFICER

At 2 years old, Maggie has mastered the art of boosting morale & welcoming visitors. As our Chief Happiness Officer, she specializes in tail-wagging greetings, impromptu office patrols, and maintaining a positive workplace culture one belly rub at a time.

When she's not busy overseeing employee wellness, Maggie can be found perfecting her napping strategy, conducting quality-control inspections on snacks, and ensuring no one feels left out for too long. Her dedication to spreading smiles, reducing stress, and keeping spirits high makes her an invaluable member of the team.

Core Competencies:

• Employee morale and engagement
• Visitor relations and first impressions
• Strategic napping and relaxation consulting
• Snack detection and security
• Unlimited enthusiasm and unconditional support

Education/Certifications:

• K-9 Cum Laude