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

Douglas H Smith

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Douglas H Smith Visit Douglas H Smith's website

Jeff Bercaw

MBA, AAMS, APMA

Financial Advisor

Learn more about Jeff Bercaw Visit Jeff Bercaw's website

Edwards Brawley

Financial Advisor

Associate Vice President of Edgeworth Capital Group
Learn more about Edwards Brawley Visit Edwards Brawley's website

Lester Chou

ChFC®, APMA

Financial Advisor

Chartered Financial Consultant®
Learn more about Lester Chou Visit Lester Chou's website

William Casen Guge

CFP®, CRPC, CDFA®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about William Casen Guge Visit William Casen Guge's website

Kevin Gunter

MBA

Financial Advisor

Learn more about Kevin Gunter Visit Kevin Gunter's website

Julie Hucks

CRPC, CLU®, RICP®, APMA

Financial Advisor

Retirement Income Certified Professional®
Learn more about Julie Hucks Visit Julie Hucks's website

Bradley Ross

CFP®, APMA

Financial Advisor

Financial Planning Analyst
Learn more about Bradley Ross Visit Bradley Ross's website

Jay Sharp

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jay Sharp Visit Jay Sharp's website

Randal Sipkema

APMA

Financial Advisor

Learn more about Randal Sipkema Visit Randal Sipkema's website

Robert Webb

CFP®, APMA

Associate Financial Advisor

Operations Manager
Learn more about Robert Webb Visit Robert Webb's website


Our team

Steph Angeline

Steph Angeline

Client Relationship Manager

Personal Intro

Greensboro office

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Tayler Honeycutt

Tayler Honeycutt

Paraplanner

Qualifications

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Christine Hucks

Christine Hucks

Executive Assistant

Personal Intro

Summerville office

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Kate Megnia

Kate Megnia

Intern

Doug Kenely

Doug Kenely

Paraplanner

Michelle Luke

Michelle Luke

Client Concierge

Reid Rouse

Intern

Eli Kerschen

Intern

Lauri Carter

Client Concierge