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Our Team

Founder
Accredited Investment Fiduciary®
Certified Retirement Counselor®
Wealth Advisor

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…

Founder
Certified Plan Fiduciary Advisor®
Wealth Advisor

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…

Certified Financial Planner®
Wealth Advisor

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…

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…

Wealth Advisor

My passion for helping others achieve their personal goals and rise to their highest level of potential stems from my core belief that serving others…

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….