Advisory Team
Bert Powell, CFP®, CLU, AIF®
MANAGING PARTNER | Greenville, NC
FOCUS: RETIREMENT PLANNING, WEALTH MANAGEMENT, GOALS-BASED FINANCIAL PLANNING
Edward Spence, ChFC®, CLU, RICP
PARTNER | Goldsboro, NC
FOCUS: RETIREMENT PLANNING, LIFE INSURANCE, LONG TERM CARE INSURANCE, INVESTMENTS (MANAGED ACCOUNTS, MUTUAL FUNDS, FIXED & VARIABLE ANNUITIES), INDIVIDUAL HEALTH INSURANCE, EMPLOYEE BENEFITS
Patrick Porter, CEPA
MANAGING PARTNER | Greenville, NC
FOCUS: RETIREMENT PLANNING, WEALTH MANAGEMENT, GOALS-BASED FINANCIAL PLANNING, GROUP RETIREMENT PLANS
Wade Scales, CLU
PARTNER | Greenville, NC
FOCUS: GATHERING RISK AND HANDLING INSURANCE FOR PRIVATE AND CORPORATE CLIENTS
Ross Moore
PARTNER | Wilmington, NC
FOCUS: LIFE INSURANCE, HEALTH INSURANCE, LONG TERM CARE PLANNING, ASSET ALLOCATION, WEALTH ACCUMULATION AND RETIREMENT PLANNING, EMPLOYEE BENEFIT, PENSION PLANS AND 401(K) IMPLEMENTATION
Howell “Hal” O’Geary
PARTNER | Henderson, NC
howell.ogeary@sound-partners.com
FOCUS: RETIREMENT PLANNING, ASSET ALLOCATION, WEALTH ACCUMULATION AND RETIREMENT PLANNING, EMPLOYEE BENEFIT, PENSION PLAN & 401 (K) IMPLEMENTATION
Dan Stieh, CFP®, CEPA, MBA
ASSOCIATE | Greenville, NC
FOCUS: RETIREMENT PLANNING, INVESTMENT ANALYSIS, TAX STRATEGIES, ASSET ALLOCATION, WEALTH ACCUMULATION AND RETIREMENT PLANNING, EMPLOYEE BENEFIT, PENSION PLANS AND 401(K) IMPLEMENTATION.
Gentry “Ed” Porter, ChFC®, CLU
PARTNER | Greenville, NC
FOCUS: LIFE INSURANCE, RETIREMENT, ANNUITIES, EMPLOYEE BENEFIT PLANNING, HEALTH INSURANCE
Rob Powell, ChFC®, CLU
PARTNER | Greenville, NC
FOCUS: BUSINESS PLANNING, ESTATE PLANNING STRATEGIES, FINANCIAL PLANNING, ASSET ALLOCATION, WEALTH ACCUMULATION AND RETIREMENT PLANNING, EMPLOYEE BENEFIT, PENSION PLANS AND 401(K) IMPLEMENTATION
Paige Kilburn
FINANCIAL ADVISOR | Charlotte, NC
704-540-2975
I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel. Maya Angelou
Services Team
Cathy Palmer
DIRECTOR OF NEW BUSINESS
The way to get started is to quit talking and begin doing. - Walt Disney
Cathy has been a member of the Sound Partners family since 2008. After graduating from Barton College, Cathy pursued graphic design before shifting her career.As...
Chelsey Bennett
SENIOR CLIENT CONCIERGE
Life isn’t about waiting for the storm to pass. It’s about learning to dance in the rain. - Vivian Greene
Born and raised in Philadelphia, Pennsylvania, Chelsey brings a diverse background of client relationship management to the Sound...
Tiffany Irizarry
SERVICE SPECIALIST
Good, better, best. Never let it rest, till your good is better, and your better is best. - St. Jerome
Tiffany joined the Sound Partners team November of 2023. Tiffany has spent the beginning of her career in the mortgage and banking...
Lekeisha Cuffie
NEW BUSINESS SPECIALIST
You must be the change you wish to see in the world. - Mahatma Gandhi
Born and raised in Elizabeth City, NC, Lekeisha comes to Sound Partners with 23 years of experience in client relations in both the public and private sector...
Lauren VanFosson
NEW BUSINESS SPECIALIST
Trust in the LORD with all your heart, and do not lean on your own understanding. In all your ways acknowledge Him, and He will make straight your paths. - Proverbs 3:5–6
Coming from an extensive career with Wells Fargo Dealing Services...
Marilyn Velez
GROUP HEALTH & GROUP RETIREMENT SPECIALIST
The true meaning of life is to plant trees, under whose shade you do not expect to sit. - Nelson Henderson
After attending business school in New York City, Marilyn worked in insurance & inventory before joining the Sound Partners...
Cheryl Sweeney
ADMINISTRATIVE ASSISTANT
Life is a long and winding ride, better have the right one by your side. Happiness don’t drag its feet and time moves faster than you think. - Kip Moore
Cheryl brings a diverse background to Sound Partners, with experience in paralegal...
Hannah Hawks
CLIENT CONCIERGE
People will forget what you said, people will forget what you did, but people will never forget how you made them feel. – Maya Angelou
With a strong background in customer service, Hannah is passionate about creating environments where...
Jessica Rhodes
ADMINISTRATIVE ASSISTANT - GREENVILLE
It's never too late to be what you might have been. - George Elliot
Jessica brings a strong background in customer service to her role, where she is dedicated to fostering environments that prioritize teamwork and mutual respect. She...
Jimi Hendrix
PARTNER LIAISON - GREENVILLE
The most difficult thing is the decision to act, the rest is merely tenacity. – Amelia EarhartA proud graduate of NC State,Jimi, is passionate about delivering exceptional support and fostering positive connections with clients. With a...