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 specializing in financial planning and goals-based investing. I split time between Charlotte and Durham, North Carolina and work primarily with…
Wealth Advisor
My goal as Wealth Advisor has always been simple – to assist clients in solving for their future financial goals, identify possible blind spots in reaching those goals, and understand their financial objectives…
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…
Admin
As a Client Service Specialist, I enjoy supporting our team by bringing organization, accuracy, and efficiency to every aspect of my role. I am committed…