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Lee Cox

CFP®
Planning Associate
Asheville, NC

Omar Parker, Jr.

CFP®
Senior Planning Associate
Lehigh Valley, PA

Charlie Boinske

CFP®
Senior Planning Associate
Wayne, PA

Marley Smith

Senior Planning Associate
Wayne, PA

Sallie Williams

Planning Associate
Tryon, NC

Sherry Davis

CFP®
Retirement Plan Associate
Asheville, NC

Marion Marre

FPQP®
Senior Planning Associate
Winston-Salem, NC

Sam Wise

FPQP®
Planning Associate
Charlotte, NC

Blake Willis

CFP®
Senior Planning Associate
McLean, VA

Evan L. McCullers

CFP®
Senior Planning Associate
McLean, VA
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