Board of Advisors

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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

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

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

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

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Ms. Janet Helms, Senior Private Banker

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

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

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Ms. Julia Kasza, Senior Financial Analyst
Bank of America


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

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


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Mr. Stephen Machanic, Financial Advisor
Northwestern Mutual  

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Mr. Jay Offerdahl, Owner 
Viking Mergers & Acquisitions

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


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

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Mr. Scott Shail
Partner Parker Poe

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Mr. Sheldon Smith, Finance Program Office
Duke Energy

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

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Mr. Jonathan Taylor, Executive Vice President 
Southern First Bank


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

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


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Ms. Jewell Ward, Associate
Dimensional Fund Advisors


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

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Mr. Hunter Widener, Senior Vice President 
Truist Wealth

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