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Elizabeth Ritchie

Financial Planning Associate

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John Staton, MBA

Wealth Advisor

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Molly Sutz, CFP®, MS, AFC®

Wealth Advisor

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Caroline Jones, CFP®, CDFA®, MS, EA

Wealth Advisor

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Tara Hughes, CPA/PFS, CGMA

Senior Wealth Advisor

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Christie Bonacci, CPA/PFS, MAC

Senior Wealth Advisor, Partner

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Madeline Valente, CFP®

Senior Wealth Advisor, Partner

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John Gjertsen, CFA, CFP®, EA

Senior Wealth Advisor, Partner

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David L. Blain, CFA

Founder & CEO

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Tiffany Cassell

Operations Associate

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Headquartered in New Bern, North Carolina with advisors and clients nationwide

2131 S Glenburnie Rd #8, New Bern, NC 28562
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