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 |
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