Our advisors

C Theodore Hicks II

C Theodore Hicks II

Private Wealth Advisor

Learn more about C Theodore Hicks II
Nathan Cherry

Nathan Cherry

Financial Advisor

Learn more about Nathan Cherry

Our team

Athea Nelson

Athea Nelson

Practice Manager,

Paraplanner

Personal Intro

Assistant to Theodore Hicks since 2004.

Qualifications

  • Methodist College - AA in Business Admin
  • General Securities Registrations - Series 7, 65 & 66
  • NC Life, LTC and Accident & Health Insurance Licenses

Roles & Responsibilities

  • Account Service & Inquiries
  • General Administration & Processing
  • Money Movement & Investment Transactions
  • NC Notary
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Patricia Lindsay

Patricia Lindsay

Financial Planning Assistant,

Client Service Coordinator

Qualifications

  • Bachelor of Science, Finance (History minor), May 1993 from Virginia Polytechnic and State University

Roles & Responsibilities

  • Financial Planning Case Preparation & Analysis
  • Collaboration with Clients' Accountants, Estate Attorneys, etc.
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