image of Paul Brinkley

Paul Brinkley

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

910-509-0519 910-380-3207
Email |
image of Jeremy Beakes

Jeremy Beakes, CFP®, CTFA, MBA

Senior Vice President - Financial Advisor

910-509-0510 910-380-5584
Email |
image of Tyler Thomas

Tyler Thomas, CEPA®, CFP®

Financial Advisor

910-945-9511 910-945-9511
Email |
image of Adam VanDamme

Adam VanDamme, CRPC®

Senior Financial Associate

910-509-0506 910-602-8127
Email |
Renee Grant bio photo

Renee Grant

Senior Client Associate

910-509-0832 910-585-5277
Megan Ennis headshot

Megan Ennis

Registered Client Associate

910-509-0500 910-602-8021

What we do for clients

You don’t need a checklist of services. What we can provide is a team who can help take the stress off your shoulders.

Here’s what we cover:

  • Strategic wealth planning
  • Investment management
  • Trust and estate planning services
  • Business exit and liquidity planning
  • Credit and lending solutions
  • Risk management and insurance
  • Philanthropic and legacy planning

And most importantly, we put all the pieces together, so you’re not left coordinating it all alone.

Contact us

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