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

Carlos helps clients accomplish their objectives by assessing financial situations; developing and presenting financial strategies and plans; providing solutions for their individual financial needs, and monitoring changes in financial status and life circumstances.

Experience:

• Fig Financial Planning, Founder & Financial Planner
• West Wealth Management, Associate Financial Advisor
• Truist Bank, VP, Premier Advisor
• US Army National Guard, Airborne Infantrymen

Education/Certifications:

• Liberty University, MBA in Finance, Expected December 2024
• University of Georgia, CFP^® Certification Program, Expected November 2024
• East Texas Baptist University, BS
• Securities Industry Essentials Examination
• Series 7, 66 licenses

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