As a wealth advisor for almost 15 years, it has been a central tenant of mine to use my position and career to create lifelong…
As an independent wealth advisor and founder of Sound Foundation Wealth Advisors I have a passion for guiding individuals on their financial journey in way…
I’m a Wealth Advisor who values relationships above all. Currently I have a presence in Charlotte and Durham, NC. Working with clients ranging from hospital…
Wealth Advisor
Since the beginning of my career as an independent wealth advisor I have been able to leverage my diverse background, engaging with clients from various…
Accredited Investment Fiduciary ®
Wealth Advisor
As a wealth advisor based in Durham, NC, I specialize in assisting members of the medical community, ranging from attending and resident physicians of various…
Wealth Advisor
As a wealth advisor, I‘m fueled by a genuine passion for helping others achieve their financial aspirations. Married for 14 years to my wonderful wife…
Director of Operations
As a Director of Operations, I’m all about making things run smoother behind the scenes to give you the best experience possible. With a knack…
Client Service Specialist
I am your go-to person for all things account-related. With a knack for detail and a passion for making sure everything runs smoothly. I specialize…
Client Service Specialist
As a dedicated Client Service Specialist I have a knack for problem-solving and ensuring swift and accurate account processing. With a keen eye for….
Client Service Specialist
As a dedicated Client Service Specialist supporting reputable Financial Advisors, I bring efficiency, organization, and a commitment to client service to every aspect of my role…
Admin / Client Service Specialist
Cathy is one of the admins responsible for the flow of business through completion. She is your point-of-contact for questions concerning statements, income checks, and…
Check out the background of our investment professionals on FINRA’s Brokercheck: http://brokercheck.finra.org
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC (finra.org and sipc.org); collectively registered for offering to residents of AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, OH, PA, SC, TN, TX, VA, & WA. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sound Foundation Wealth Advisors are not affiliated. As Investment Advisor Representatives with Cambridge Investment Research Advisors, an SEC Registered Investment Advisor, we are able to offer investment advice in all 50 states.