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



Our advisors

Bob Edmonds, Private Wealth Advisor serving the Greensboro, NC area - Ameriprise Advisors

Bob Edmonds

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bob Edmonds Visit Bob Edmonds's website
Sherry Hunt, Private Wealth Advisor serving the Greensboro, NC area - Ameriprise Advisors

Sherry Hunt

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Sherry Hunt Visit Sherry Hunt's website
Michael Barnes, Financial Advisor serving the Greensboro, NC area - Ameriprise Advisors

Michael Barnes

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Barnes Visit Michael Barnes's website
James McCuaig, Associate Financial Advisor serving the Greensboro, NC area - Ameriprise Advisors

James McCuaig

CRPC®

Associate Financial Advisor

Learn more about James McCuaig Visit James McCuaig's website
Kelley Wheaton, Associate Financial Advisor serving the Greensboro, NC area - Ameriprise Advisors

Kelley Wheaton

Associate Financial Advisor

Learn more about Kelley Wheaton Visit Kelley Wheaton's website
Eric Allen, Associate Financial Advisor serving the Greensboro, NC area - Ameriprise Advisors

Eric Allen

Associate Financial Advisor

Learn more about Eric Allen Visit Eric Allen's website
Richard Edmonds, Associate Financial Advisor serving the Greensboro, NC area - Ameriprise Advisors

Richard Edmonds

CPA

Associate Financial Advisor

Learn more about Richard Edmonds Visit Richard Edmonds's website

Our team

Gale Huyett

Gale Huyett

Marketing Manager,

Operations Manager

Qualifications

  • Shepherd University – AS Business Marketing
  • • Greensboro College – BS Business and Economics

Roles & Responsibilities

  • Marketing, Social Media & Events
  • Operations
  • Customer Relationship Management
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Tammy Carter

Tammy Carter

Financial Planning Specialist

Qualifications

  • BSBA Marketing

Roles & Responsibilities

  • Financial Planning Process
  • Client Service
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Deana Coble

Deana Coble

Paraplanner

Qualifications

  • NC A&T State University- Master’s in Educational Media and Curriculum Design
  • Liberty University -Bachelor of Science in Telecommunications

Roles & Responsibilities

  • General Service and Account Inquiries
  • Gathering Data from Clients
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Cathy Maynard

Cathy Maynard

Client Service Specialist

Qualifications

  • King's College - Associate Degree
  • Series 6
  • Series 63

Roles & Responsibilities

  • General Service and Account Inquiries
  • Gathering Data from Clients
  • Meeting Prep
  • Marketing Support
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Susan Crawford

Susan Crawford

Administrative Assistant

Qualifications

  • Notary Public

Roles & Responsibilities

  • Client meeting coordinator
  • Application processing and movement
  • General service needs
  • Supports day-to-day operations of the practice
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