With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Douglas H Smith

Douglas H Smith

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Douglas H Smith Visit Douglas H Smith's website
Advisor photo for Jeff Bercaw

Jeff Bercaw

MBA, AAMS, APMA

Financial Advisor

Learn more about Jeff Bercaw Visit Jeff Bercaw's website
Advisor photo for Edwards Brawley

Edwards Brawley

Financial Advisor

Associate Vice President of Edgeworth Capital Group
Learn more about Edwards Brawley Visit Edwards Brawley's website
Advisor photo for Lester Chou

Lester Chou

ChFC®, APMA

Financial Advisor

Chartered Financial Consultant®
Learn more about Lester Chou Visit Lester Chou's website
Advisor photo for William Casen Guge

William Casen Guge

CFP®, CRPC, CDFA®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about William Casen Guge Visit William Casen Guge's website
Advisor photo for Kevin Gunter

Kevin Gunter

MBA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Kevin Gunter Visit Kevin Gunter's website
Advisor photo for Julie Hucks

Julie Hucks

CRPC, APMA

Financial Advisor

Learn more about Julie Hucks Visit Julie Hucks's website
Advisor photo for Bradley Ross

Bradley Ross

Financial Advisor

Financial Planning Analyst
Learn more about Bradley Ross Visit Bradley Ross's website
Advisor photo for Jay Sharp

Jay Sharp

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jay Sharp Visit Jay Sharp's website
Advisor photo for Randal Sipkema

Randal Sipkema

APMA

Financial Advisor

Learn more about Randal Sipkema Visit Randal Sipkema's website
Advisor photo for Robert Webb

Robert Webb

CFP®, APMA

Associate Financial Advisor

Operations Manager
Learn more about Robert Webb Visit Robert Webb's website


Our team

Steph Angeline

Steph Angeline

Client Concierge

Personal Intro

Greensboro office

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Tayler Honeycutt

Tayler Honeycutt

Client Service Specialist

Christine Hucks

Christine Hucks

Executive Assistant

Personal Intro

Summerville office

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Cael Conroy

Cael Conroy

Intern

Kate Megnia

Kate Megnia

Intern

Doug Kenely

Doug Kenely

Client Service Specialist