North Carolina Office

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Mina Amjadi

Senior Client Service Advisor

Joy Zaykoski2022-08-24T18:55:13+00:00Advisory Support, North Carolina Office, Office Locations|

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Chia Yang

Planning Associate

Joy Zaykoski2022-08-24T18:57:12+00:00Advisory Team, North Carolina Office, Office Locations|

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Shane Pouliot, CFA®

Investment Advisor

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

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Doreth Goodall, FPQP™

Client Service Associate

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

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Erica J. Yount, CFA®, CFP®

Senior Financial Advisor

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

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Jonie Parks, CFP®

Wealth Manager

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

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Zach Palmer, CFP®

Senior Planning Associate

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

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Jenny I. Martella, MBA, CFP®

Principal & Wealth Manager

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

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Amy Lowder

Client Service Associate

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

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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|