Gene Jester, CFP®, CPWA®, CRPS®
Director
919-918-2850
I heard someone say once that “taking the time to listen is an act of love.” I strongly believe that she is correct because everyone who comes to us for advice and guidance has a unique story and if we did not take the time...
Cort Bennett, CFP®, CPWA®, CSRIC
Financial Advisor
919-918-2850
Early in his career, during a Leadership Winston-Salem course, Cort was introduced to the concept of the servant-leader and what it means. He realized that serving first has always been part of his nature. The client relationship is...
David Jester, CPWA®, CSRIC™
Financial Advisor
919-918-2850
First and foremost, I am a husband and a father. These are my most important roles in life and they bring depth and meaning to my work here beyond measure. My family loves to spend time together—much of it outside. To keep myself...
Tracie Legg
Senior Client Specialist
919-918-2850
Shelby Hall
Client Assistant
919-918-2850
To me, the foundation of any meaningful relationship begins with listening, investing time, being consistent, responding with love, and genuinely caring about others. Providing the very best experience for our clients with thoughtful...