Meet Our Team of North Carolina Financial Planning Professionals

When it comes to financial planning, the whole really is  greater than the sum of its parts. Our team is the same way: each member of our team brings their own individual strengths, specialized expertise and life experiences to the table, and we work together to solve problems and find growth and savings opportunities for you.

From investments to insurance and taxes to trusts, our collective knowledge and experience covers all aspects of financial planning. Whether your needs are personal and simple or corporate and complex, we have the skills and creativity to find workable solutions.

When you work with one of us, you get the power of our whole team working on your behalf; we leave no stone unturned in looking for ways to create the best possible outcomes for you.

Managing Partners

<span style="font-size: 23.5px;">Shane Snively, MBA, RFC<sup>®</sup>, MSM</span>

Shane Snively, MBA, RFC®, MSM

Registered Principal

Specialties: Business Planning, Succession Planning, Philanthropic Planning

David Yoder, CFP<sup>®</sup>

David Yoder, CFP®

Registered Investment Advisor

Specialties: Investment Management, Financial Planning, Retirement Planning

Associates

Jared Audette

Jared Audette

Chief Operating Officer

Specialties: Financial Planning, Investment Management, Compliance

Brian Marshburn, MBA, CFP<sup>®</sup>

Brian Marshburn, MBA, CFP®

Registered Investment Advisor

Specialties: Investment Management, Financial Planning, Retirement Planning

Randall Newton, CPA

Randall Newton, CPA

Registered Investment Advisor

Specialties: Tax Planning, Business Valuation, Business Planning

Franklin Sparkman, CPA

Franklin Sparkman, CPA

Registered Investment Advisor

Specialties: Tax Planning, Business Planning, Financial Planning

Rudy Redmond

Rudy Redmond

Vice President of Business Development

Specialties: Business Operations Development, Collaboration Tools & Technology, Process Improvement

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