Broker Check

Support Team

Your Valuable Team at the Helm

We’re insanely careful with each project or task when working for our clients. We are meticulous in our communication and documentation, and value our relationships with our clients. Whether greeting clients before a meeting, updating an address, or changing an account beneficiary; clients find every interaction authentically warm and consistently respectful.

Brandy Randall

Brandy Randall

Chief Operating Officer , Business Development Director, Client Services Manager

Crystal Svedi

Crystal Svedi

Assistant Client Services Manager

Boone Williams

Boone Williams, APMA™, WMS™

Wealth Management Associate

919-848-6211 x203

Liz Dorsey

Liz Dorsey

Client Service Assistant

Dana Winters

Dana Winters

Administrative Support Specialist, Client Liaison