With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Jim Rice

CFP®, BFA, CEPA®

Private Wealth Advisor

Managing Partner of Cordian Wealth
Learn more about Jim Rice

Meghanne Svatos

BFA, CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Meghanne Svatos

Nic Gilliam

BFA, APMA

Financial Advisor

Learn more about Nic Gilliam


Our team

Connor Emmert

Connor Emmert

Paraplanner

Roles & Responsibilities

  • Insurance Implementation
  • Client Follow-Up & Assistance
  • Trade Support
  • Investment Strategies
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Debbie Rudisill

Debbie Rudisill

Client Service Manager

Qualifications

  • Notary Public- North Carolina

Roles & Responsibilities

  • New Client Intake
  • Client Follow-up & Assistance
  • New Business Processing
  • Money Movement & Transactions
  • Meeting Prep
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Tara Henry

Tara Henry

Client Service Manager

Qualifications

  • Notary Public- North Carolina

Roles & Responsibilities

  • New Client Intake
  • Client Follow-up & Assistance
  • New Business Processing
  • Money Movement & Transactions
  • Meeting Prep
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Katherine Gibson

Katherine Gibson

Client Service Coordinator

Qualifications

  • Notary Public- North Carolina & South Carolina

Roles & Responsibilities

  • Appointment Scheduling
  • Data Gathering for Financial Planning
  • Client Follow-up & Assistance
  • Meeting Prep
  • Office Management
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