Our Team

Andy Howe

Senior Vice President and Senior Partner

Jim Ball

Chief Compliance Officer and Chief Operations Officer

(704) 372-4491

Roberta "Bobbi" Brumsey

Investment Advisor Representative

336-855-0506

Don Campbell

Financial Advisor

Bryan Cassells

Financial Advisor

Danny Dahl

Financial Advisor

Allison Goodnight

Administrative Support Associate and Business Manager

Michael Gordon

(407) 755-6402

Randy Harless

Financial Advisor

Michelle Harris

Support Staff

Mary-Elaine Hart

Client Relations

Schuyler Howe

Registered Representative

Jonathan Malone

Registered Representative

Michael McFadden

Financial Advisor

John Moravek

Financial Advisor

Art Myers

Registered Representative

843-860-5817

Mary Newhouse

Wealth Manager, Senior Vice President Investments

(407) 755-6401

Ron Olsson

Financial Advisor

Amie Parker

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

Rhea Shields

Financial Advisor

Chuck Skipper

Registered Representative

Chris Taylor

Director, Private Wealth Management - Financial Advisor

(704) 688-0608

Roland Terrell

Financial Advisor, FSS

Cheryl Thompson

Business Manager

John Traynham

Financial Advisor

Fallon Tucker

Business Manager for Andy Howe and Joel Burris

Dean Turner

Financial Advisor

Eric Welch

Financial Advisor