North Carolina Office

• 

Shane Pouliot, CFA®

Investment Advisor

Joy Zaykoski2022-03-30T16:14:22+00:00Advisory Team, North Carolina Office, Office Locations, Operations|

• 

Doreth Goodall, FPQP™

Client Service Associate

Joy Zaykoski2022-03-30T16:10:30+00:00Advisory Support, North Carolina Office, Office Locations|

• 

Erica J. Yount, CFA®, CFP®

Senior Financial Advisor

Anna Lui2022-05-06T14:08:09+00:00Advisory Team, North Carolina Office, Office Locations|

• 

Jonie Parks, CFP®

Wealth Manager

Anna Lui2022-03-30T16:12:11+00:00Advisory Team, North Carolina Office, Office Locations|

• 

Zach Palmer, CFP®

Senior Planning Associate

Anna Lui2022-03-30T16:14:40+00:00Advisory Team, North Carolina Office, Office Locations|

• 

Jenny I. Martella, MBA, CFP®

Principal & Wealth Manager

Anna Lui2022-03-30T16:11:54+00:00Advisory Team, North Carolina Office, Office Locations, Principals|

• 

Amy Lowder

Client Service Associate

Anna Lui2022-03-30T16:09:42+00:00Advisory Support, North Carolina Office, Office Locations|

• 

Karen R. Keatley, MBA, CFA®, CFP®

Principal & Chief Wealth Management Officer

Anna Lui2022-04-20T14:10:46+00:00Advisory Team, Leadership Team, North Carolina Office, Office Locations, Principals|

• 

Donna Hildebrand

Human Resources Associate

Anna Lui2022-03-30T16:08:45+00:00Human Resources, Compliance, Technology and Marketing, North Carolina Office, Office Locations|

• 

Karl H. Graf, CPA/PFS, CFP®

Principal & Wealth Manager

Anna Lui2022-03-30T16:12:59+00:00Advisory Team, North Carolina Office, Office Locations, Principals|