Advisory Team
Advisory Team
Bert Powell, CFP®, CLU, AIF®
MANAGING PARTNER | Greenville, NC
FOCUS: RETIREMENT PLANNING, WEALTH MANAGEMENT, GOALS-BASED FINANCIAL PLANNING
Patrick Porter, CEPA
MANAGING PARTNER | Greenville, NC
FOCUS: RETIREMENT PLANNING, WEALTH MANAGEMENT, GOALS-BASED FINANCIAL PLANNING, GROUP RETIREMENT PLANS
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
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
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.