North Carolina Office

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Shane Pouliot, CFA®

Investment Advisor

Joy Zaykoski2021-10-07T19:23:18+00:00Advisory Team, North Carolina Office, Office Locations, Operations|

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Doreth Goodall, FPQP™

Client Service Associate

Joy Zaykoski2021-10-04T21:47:47+00:00Advisory Support, North Carolina Office, Office Locations|

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Erica J. Yount, CFA®, CFP®

Financial Advisor

Anna Lui2021-10-07T19:24:15+00:00Advisory Team, North Carolina Office, Office Locations|

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Jonie Parks, CFP®

Wealth Manager

Anna Lui2020-06-23T14:52:10+00:00Advisory Team, North Carolina Office, Office Locations|

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Zach Palmer, CFP®

Planning Associate

Anna Lui2021-08-31T16:31:48+00:00Advisory Team, North Carolina Office, Office Locations|

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Jenny I. Martella, MBA, CFP®

Principal & Wealth Manager

Anna Lui2020-12-31T17:06:45+00:00Advisory Team, North Carolina Office, Office Locations, Principals|

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Amy Lowder

Client Service Associate

Anna Lui2020-09-28T18:18:58+00:00Advisory Support, North Carolina Office, Office Locations|

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Karen R. Keatley, MBA, CFA®, CFP®

Principal & Wealth Manager

Anna Lui2021-10-07T19:26:10+00:00Advisory Team, Leadership Team, North Carolina Office, Office Locations, Principals|

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Donna Hildebrand

Human Resources Associate

Anna Lui2020-07-29T20:32:52+00:00Human Resources, Compliance, Technology and Marketing, North Carolina Office, Office Locations|

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Karl H. Graf, CPA/PFS, CFP®

Principal & Wealth Manager

Anna Lui2021-08-19T18:29:52+00:00Advisory Team, North Carolina Office, Office Locations, Principals|