Our Team

Cory Thomas is adamant that his client relationships are marked with integrity and transparency.  He believes that everyone should be aware of and have access to the advice that has historically been reserved for the 1%.  Cory has taken a special interest in working with people involved in the tech industry, showing them how to maximize their current employer benefits in ways that many are unaware of.  

As a Certified Plan Fiduciary Advisor® Cory has the unique ability to help employees take advantage of the fiduciary obligations that their employer has to them in regard to their retirement plan.  For employees, this can mean accessing more diversified investment options, better retirement readiness and increased understanding on how to maximize the benefits available to them.

Cory is happily married to his wife Michele and has three beautiful children, Cannon, Eden and Esther.  Cory is very involved in his local community & church and is passionate about positively shaping the culture around him.

Seth Church is a wealth advisor based in Durham, NC. He works primarily with members of the medical community, from attending and resident physicians of various specialties to members of the mental health counseling community. He specializes in building financial plans centered around clients' goals, forming all the necessary implementation steps to help each household obtain their dreams. Seth loves to work with people who love working with people. 

After leaving his home town of Charlotte, NC, Seth attended the University of North Carolina- Chapel Hill where he studied Kinesiology and took pre-medicine courses with the goal of helping those around him through medicinal practices. After a brief stint working in the Emergency Department of UNC, Seth decided that although he loved working with medical professionals, he needed to find a different avenue to connect with these individuals. Following in the footsteps of his older brother and now partner, Cameron Church, Seth pivoted to a career in financial advising where he has found great joy in working with medical practitioners through all types of financial concerns.

Seth prides himself on being “the go-to-guy” for his clients. Whether someone has questions on student loans, investments, or asset and family protection, he is confident in his ability to find a solution with which the client will be pleased. 

Outside of the office, Seth can be found participating in any type of outdoor activities. He coaches group classes at Crossfit Chapel Hill and is currently training for a couple of upcoming triathlons. He enjoys cooking new recipes, hosting dinner parties, and trying his hand at various carpentry projects. He is involved with Christ Central Church in downtown Durham.

Jenny plays an integral role in the experience and success of our clients. She is passionate about helping each and every person accomplish their goals. From efficient management of our internal systems, assisting in the efficient transition of new clients, and helping us maintain timely communication with our existing clients, Jenny handles a wide variety of roles. Jenny has experience in finance and understands the importance of attention to detail and thoroughness. She is responsive to client needs and cares about making the logistics of our office run smoothly and efficiently. When she isn’t at the office, Jenny enjoys spending time with her husband of 15 years, managing their 4 kid’s soccer teams and leading the Women’s Ministry at her church.