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

Mr. Jeff Cashin, CFP®, Senior Wealth Advisor 

Mayflower Advisors

Connect  with me via LinkedIn

Mr. John Coffey, SVP (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, Director of Information Systems

Townsquare Media

Connect with me via LinkedIn

Mr. Michael Joyce, SVP, 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. Jason Triplett, SVP & 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, Senior Associate

Dimensional Fund Advisors

Connect with me via LinkedIn

Ms. Lisa A. White, Executive Vice President, Supervision, Regulation and Credit

Federal Reserve Bank of Richmond

Connect with me via LinkedIn

Mr. Hunter Widener, CFP®, SVP, Legal Specialty Group

Truist Wealth

Connect with me via LinkedIn