Your Team

Let our team help you clarify your vision for the future and enter the next chapter of growth. We will empower you to achieve a deeper understanding of your financial capacity and enjoy an abundant life today.

 

Delynn Dolan Alexander

Co-Founder and Private Wealth Advisor

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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Susan W. Pintuff

Director of Private Wealth Planning

Office 919-493-1339


Email

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TJ Mancuso

Associate Financial Representative

Office 919-401-0325


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Benjamin D. King , CFP®, RICP®, WMCP®

Associate Wealth Management Advisor

Office 919-401-0354


Email

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Kelli Stein

Director of Insurance Operations

Office 984-464-2268


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