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

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

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

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

Ms. Janet Helms, Senior Private Banker
Wells Fargo Private Bank

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

Mr. Michael Joyce, Senior Vice President, Senior Investment Manager
Wells Fargo Bank

Ms. Julia Kasza, Senior Financial Analyst
Bank of America

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

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

Mr. Stephen Machanic, Financial Advisor
Northwestern Mutual  

Mr. Jay Offerdahl, Owner 
Viking Mergers & Acquisitions

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

Mr. Peter Rowe, Vice President, Credit Services Business Intelligence & Analysis Reporting Manager
Branch Bankinig & Trust

Mr. Scott Shail
Partner Parker Poe

Mr. Sheldon Smith, Finance Program Office
Duke Energy

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

Mr. Jonathan Taylor, Executive Vice President 
Southern First Bank

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

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

Ms. Jewell Ward, Associate
Dimensional Fund Advisors

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

Mr. Hunter Widener, Senior Vice President 
Truist Wealth