image of Bob Gipp

Bob Gipp, CEPA®, CPFA®, MBA

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

919-571-6256
Email | |
Audrey Kah

Audrey Kah, CFP®

Associate Vice President, Senior Financial Associate

919-571-6255
Email |

Rachel Cohen

Branch Service Manager/Client Associate

919-571-6291

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Echelon Wealth Strategist


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Corporate and Executive Services


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Trust Consultant


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Associate Wealth Management Banker


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Wealth Strategist