Durham, NC
Meet Our Advisory Team
Our Durham Advisory Team
Managing Directors
Charles Carrick, CFP®, ChFC
Partner, Managing Director
Jeff Hwang, CFP®, CRPC
Partner, Managing Director
Wealth Advisors
Brad Mann, JD, QPFC
Senior Wealth Advisor, Retirement Plan Services
Brendan Reidy
Regional Director
Brendan Stringer, CFP®
Wealth Advisor
Chris Steinl
Senior Associate Wealth Advisor
Greg Carrick, CFP®, CIMA®
Partner, Senior Wealth Advisor
Jennifer McCosley, CAP®, CFP®, ChSNC®
Senior Wealth Advisor
Kyle Brown, CFP®
Senior Associate Wealth Advisor
Client Service and Operations
Andrea Phillips
Client Service Associate
Laura Powell
Relationship Manager
London Kearns
Relationship Manager
Meg Clapp
Client Service Associate
Sasha Garrison
Office Manager
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Durham team if we can be of service.