In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Our advisors

Bob Edmonds

Bob Edmonds

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bob Edmonds Visit Bob Edmonds's website
Sherry Hunt

Sherry Hunt

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Sherry Hunt Visit Sherry Hunt's website
Michael Barnes

Michael Barnes

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Barnes Visit Michael Barnes's website
James McCuaig

James McCuaig

CRPC®

Associate Financial Advisor

Learn more about James McCuaig Visit James McCuaig's website
Kelley Wheaton

Kelley Wheaton

Associate Financial Advisor

Learn more about Kelley Wheaton Visit Kelley Wheaton's website
Richard Edmonds

Richard Edmonds

CPA

Associate Financial Advisor

Learn more about Richard Edmonds Visit Richard Edmonds's website

Our team

Debra Kavalos-Delaney

Debra Kavalos-Delaney

Operations Manager,

Marketing Manager

Qualifications

  • BS Education
  • MBA Management & Marketing

Roles & Responsibilities

  • Marketing, Social Media & Events
  • Operations
  • Internship Program
  • Customer Relationship Management
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Eric Allen

Eric Allen

Paraplanner,

Client Service Specialist

Qualifications

  • SIE and Series 7, 63 and 65 Licenses
  • Life, Health and Variable Annuity License for NC
  • Medicare Supplement and Long Term Care License for NC

Roles & Responsibilities

  • General Service and Account Inquiries
  • Gathering Data from Clients
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Melissa Stewart

Melissa Stewart

Client Service Specialist

Qualifications

  • Associates Degree in Fashion Merchandising & Marketing

Roles & Responsibilities

  • General Service and Account Inquiries
  • Gathering Data from Clients
  • Scheduling
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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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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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