Principals

Our large, diverse group of principals reflects the breadth and depth of our brain trust. Our broad distribution of ownership is intentional — it helps create long-range stability and continuity for you and future generations.

Judson Meinhart

CFP®, BFA™, CTS
Director of Financial Planning, Wealth Manager & Principal
Winston-Salem, NC

Chad Foster

CFP®, ChFEBC℠, CDFA®
Wealth Manager, Principal
Asheville, NC

Betsy Cunagin

CFP®, CRPC®
Wealth Manager, Principal
Asheville, NC

Neal Nolan

CFP®, CPFA®, AIF®
Director of Business Retirement Services, Wealth Manager & Principal
Asheville, NC

Doug Bazley

CFP®, CPA, CRPC®
Senior Financial Advisor, Principal
Asheville, NC

Roger A. James, Jr.

CTFA™, J.D.
Wealth Manager, Principal
Asheville, NC

Gregory James

CFP®
Wealth Manager, Principal
Charlotte, NC

Michael J. Ziemer

CFP®
Wealth Manager, Principal
Charlotte, NC

Sarah DerGarabedian

CFA
Director of Investment Strategy, Principal
Asheville, NC

Rick Manske

CFP®, BFA®
Wealth Manager, Principal, and Strategic Advisor
Asheville, NC

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