Broker Check

Meet Our Team

Put over a century of combined experience to work for you. 

Joel Burris

Joel E. Burris

President, Managing Partner, Financial Advisor


Andy Howe

Andy Howe

Senior Vice President and Senior Partner


Jim  Ball

Jim Ball

Chief Compliance Officer and Chief Operations Officer

(704) 372-4491

Don  Campbell

Don Campbell

Financial Advisor

Allison Goodnight

Administrative Support Associate and Business Manager


John  Moravek

John Moravek

Financial Advisor

Mary Newhouse

Wealth Manager, Senior Vice President Investments

(407) 755-6401

Amie  Parker

Amie Parker

Executive Administrative Assistant to Joel Burris and Business Manager to Chuck Skipper


Chris Taylor

Chris Taylor

Director, Private Wealth Management - Financial Advisor

(704) 688-0608

John  Traynham

John Traynham

Financial Advisor

Fallon Tucker

Business Manager for Andy Howe and Joel Burris