Leadership

Andy Brincefield, CLU, ChFC, CFP®, RICP, CExP

President and CEO

Michael Harris

Chief Operating Officer

Misty Petrosino

Financial Advisor

Becky Thompson

Head of Talent Acquisition

James M. Matthews, CFP^®, RICP^®

Financial Advisor | Director of Wealth Management

Neal C. Brincefield, RICP®, CLU®, ChFC®, CExP™

Financial Advisor and Managing Partner

Sarah Hampton

Brokerage Manager / DI Specialist

Neal Patel

Insurance Brokerage Specialist, NC

Michael Cousar

Disability Income Specialist

Ben Decker

Financial Advisor

Larry Faulkner

Financial Representative

G. Scott Haynie

Financial Advisor

Jeff Howard

Financial Advisor

Nicole Pilo

Financial Advisor

Michael A. Thompson, CLU

Financial Advisor

C. Richard Dobson, CLU

Founder and Chairman Emeritus

Leadership

Andy Brincefield, CLU, ChFC, CFP®, RICP, CExP

Michael Harris

Misty Petrosino

Becky Thompson

James M. Matthews, CFP^®, RICP^®

Neal C. Brincefield, RICP®, CLU®, ChFC®, CExP™

Brokerage Leadership

Sarah Hampton

Neal Patel

Michael Cousar

Field Advisory Board

Ben Decker

Larry Faulkner

G. Scott Haynie

Jeff Howard

Nicole Pilo

Michael A. Thompson, CLU

Chairman Emeritus

C. Richard Dobson, CLU