Department of Finance, Banking and Insurance

Board of Advisors

  1. Home
  2. Board of Advisors

 finboard17-5_3.jpg

Front Row:   Kimberly Lawrence, Julia Spring Kasza, Jonathan Taylor, Kevin May, Ellen Deuink, Allison England, Mike Joyce, Mary-Louise Roberts, Ivey Gaskin Baker,  Tom Hodges, Rick Price

Back Row:  Jason Triplett, John Coffey, Lisa White, Travis Meldau, Jeff Cashin, Jay Offerdahl, Jim Harrill, Hunter Widener, Paul Taaffe, David Pruett, Hollie Brown, Delbert Goff

Not Shown:  Greg LeNeave, Karen Hewitt, Sheldon Smith, Danielle Wade

Advisory Board Members

Ms. Hollie Brown, Risk Analyst
Bank of America

Connect  with me via LinkedIn

Mr. Jeff Cashin, CFP®, Wealth Management Advisor 
Fifth Third Private Bank

Connect  with me via LinkedIn

Mr. John Coffey, Senior Vice President (Retired) 
Bank of America

Connect with me via LinkedIn

Ms. Ellen Deuink,  AVP Senior Finance Analyst 
Bank of America

Connect with me via LinkedIn

Ms. Janet Helms, Director, Business Services Credit Administration

Truliant Federal Credit Union

Connect with me via LinkedIn

Ms. Karen Hewitt, Sr. Manager Finance
Lowe's Companies

Connect with me via LinkedIn

Mr. Michael Joyce, Senior Vice President, Senior Investment Manager
Pinnacle Financial Partners

Connect with me via LinkedIn

Ms. Julia Kasza, Senior Financial Analyst
Bank of America


Connect with me via LinkedIn

Ms. Kimberly Lawrence, CFP®, Wealth Management Advisor & Vice President
Fifth Third Bank

Connect  with me via LinkedIn

Mr. Greg LeNeave, President & Managing Director 
Anderson LeNeave & Company


Connect with me via LinkedIn

Mr. Stephen Machanic, Financial Advisor
Northwestern Mutual  

Connect with me via LinkedIn

Mr. Jay Offerdahl, Owner 
Viking Mergers & Acquisitions

Connect with me via LinkedIn

Mr. Rick Price, Managing Director  (Retired)
Wells Fargo Corporate Banking


Connect  with me via LinkedIn

Mr. Peter Rowe, SVP, Senior Client Journey Architect & Transformation Manager 
Truist

Connect with me via LinkedIn

Mr. Scott Shail
Partner Parker Poe

Connect with me via LinkedIn

Mr. Sheldon Smith, Finance Program Office
Duke Energy

Mr. Paul Taaffe, Vice President, Corporate Finance and Investor Relations
Consultant

Connect with me via LinkedIn

Mr. Jonathan Taylor, Executive Vice President 
Southern First Bank


Connect with me via LinkedIn

Mr. Jason Triplett, Senior Vice President & Market President – Northwest, NC  
First Horizon Bank

Connect with me via LinkedIn

Ms. Danielle Wade, President & CEO
Jackson Sumner & Associates


Connect with me via LinkedIn

Ms. Jewell Ward, Associate
Dimensional Fund Advisors


Connect with me via LinkedIn

Ms. Lisa A. White, Vice President Supervision, Regulation and Credit 
Federal Reserve Bank of Richmond

Connect with me via LinkedIn

Mr. Hunter Widener, Senior Vice President 
Truist Wealth

Connect with me via LinkedIn