Meet the Team
"The strength of the team is each individual member. The strength of each member is the team." - Phil Jackson

William Smith, CPWA®, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC
Advanced Planning Advisor, Team Leader
919.546.0888

Scott Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC
Advanced Planning Advisor
919.546.0888

Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.