Our Team

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Imagine you are that single voice, clear and confident. Our team supports and walks alongside you as your orchestra. We push you when your pace lags. We fill the gaps when you falter, skillfully navigating the complexities of the melody, always anticipating the next key change. Meet your supporting players.

 

PRIVATE WEALTH ADVISORS

Delynn Dolan Alexander

Office 919-401-0321


Email

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Reena Patel Bland

Co-Founder

Office 919-401-0355


Email

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Paul D. Twedt , RICP®

Wealth Management Advisor

Office 360-647-2321


Mobile 206-612-5577


Email

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Beth LaPierre , M.S.

Financial Advisor

Office 919-401-0336


Email

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PRIVATE WEALTH PLANNING TEAM

Susan W. Pintuff

Chief Experience Officer

Office 919-493-1339


Email

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TJ Mancuso

Director of Wealth Management

Office 919-401-0325


Email

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Benjamin D. King , CFP®, RICP®, WMCP®

Director of Investments

Office 919-401-0354


Email

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PRIVATE CLIENT CONCIERGE TEAM

Jonathan S George

Investment Operations Coordinator

Office 919-493-1339


Email

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Kimberly Rene Tobiassen

Office 919-493-1339


Email

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Jennifer Dietrich

Relationship Manager

Mobile 404-846-3000


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Affiliate Advisor

Robert G. Dietrich III , CLU®, CLTC®

Wealth Management Advisor

Office 404-846-4066


Email

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