Our Team

 

Jimbo Huckabee , CFP®, ChFC®, CLU®

Wealth Management Advisor

Office 919-401-0352


Email

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Jason P. Yuhase , CFP®

Director of Financial Planning

Office 919-755-3214


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Emily A. Witzenman

Associate Financial Representative

Office 919-671-6418


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William N. Jova II

Director of Investment Management

Office 919-493-1339 ext. 4520


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Katherine C. Gardiner , CFA®

Director of Wealth Management

Office 919-354-6568


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Hanna M. Windberg

Associate Wealth Management Advisor

Office 919-401-0330


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