How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Adam Whitesell

Adam Whitesell

CFP®, CRPC®, APMA®, CEP®

Private Wealth Advisor

Managing Director
Learn more about Adam Whitesell
Ben Graff

Ben Graff

CFP®, APMA®

Private Wealth Advisor

Vice President
Learn more about Ben Graff
Russell Emrath

Russell Emrath

MBA, CFP®, CRPC®, APMA®

Private Wealth Advisor

Vice President
Learn more about Russell Emrath
Bob Watral

Bob Watral

CFP®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bob Watral
David Nichols

David Nichols

CRPC®

Financial Advisor

Vice President
Learn more about David Nichols
Hannah McGrath

Hannah McGrath

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Hannah McGrath

Our team

Sarah Brandl

Sarah Brandl

Registered Client Service Associate,

Practice Manager

Personal Intro

Sarah joined Inspired Capital in May of 2015. She graduated with a Bachelor of Science in Business Administration and Exercise and Sport Science from The University of North Carolina at Chapel Hill in 2010. Previous to joining our team, she spent a short time as an Independent Financial Advisor. Sarah is married to Doug and they live in Raleigh, NC with their two Norwich Terriers, Lily and Bear.

Roles & Responsibilities

  • Event Planning
  • Client Service
  • Financial Planning/Insurance Support
  • Media Relations & Charitable Outreach
  • NC Notary
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Anna Edwards, MBA

Anna Edwards, MBA

Registered Client Service Associate,

Operations Specialist

Personal Intro

Anna joined Inspired Capital in June of 2015. She came to us from Wells Fargo Advisors where she spent over 15 years as both a Financial Advisor and a Registered Client Associate. Anna graduated with a Bachelor of Science in Business from The University of South Carolina, and earned a Masters of Business Administration from Webster University’s George Herbert Walker School of Business and Technology.

Roles & Responsibilities

  • New Client Intake
  • Account Service
  • Money Movement
  • Account Transfers/Rollovers
  • Scheduling
  • NC Notary
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Tammy King

Tammy King

Registered Client Service Associate,

Operations Specialist

Personal Intro

Tammy joined Ameriprise in March 2009. She is originally from North Carolina but relocated from New York and New Jersey in 2004. Previously, she worked in the Municipal Bond Department at Morgan Stanley before transitioning to a Registered Client Associate. Tammy has 30 years of experience in the financial industry. She is married to Reginald and they live in Raleigh, NC. Their daughter, Kyla, attends Wake Forest Univ.

Roles & Responsibilities

  • New Client Intake
  • Account Service
  • Money Movement
  • Account Transfers/Rollovers
  • Scheduling
  • NC Notary
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Carla Sachs

Carla Sachs

Registered Client Service Associate,

Financial Planning Specialist

Personal Intro

Carla joined Ameriprise in 2016. She previously worked for Fidelity and CAPTRUST where she supported high net worth clients with their retirement plans and investment portfolios. She has two children, Samantha and Nicholas, and lives in Raleigh with her husband, Tom. They have three pets, Phoebe, Luna and Brody. When not working, Carla enjoys cooking, RV trips and traveling abroad (especially to visit family in Brazil).

Roles & Responsibilities

  • Financial Planning Support
  • Account Service
  • Account Transfers/Rollovers
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Ben Grossfuss

Ben Grossfuss

Client Service Associate,

Financial Planning Assistant

Personal Intro

Originally from Sanford, NC, Ben graduated from Lynchburg College where he played on the men's soccer team. Prior to joining Ameriprise, he worked in Derivative Investment Operations for FIS global and as a Project Financial Analyst for Syneos Health. He lives in Raleigh, NC with his significant other, Jenny, chocolate lab Luka, and cat Beegee. In his free time, he loves to play golf and attend variety of sporting events.

Roles & Responsibilities

  • Financial Planning Support
  • Investment Research
  • Client Service
  • Account Service
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