Certified Financial Planner
After graduating from North Carolina State in 1982, Tommy Pate has been in insurance and financial planning for over 30 years. A qualifying member of The Million Dollar Round Table, Tommy received his Chartered Life Underwriter and...
George graduated from Wake Forest University in 2017 where he served on leadership for the Wesley Foundation. He began his career in financial advising in 2018 after working for a year in the research field at Wake Forest Baptist...
Director of Marketing
Hayleigh graduated from Pitt Community College in May of 2019 where she transitioned to East Carolina University and is currently pursuing a Bachelor of Science in Business Management. She begins her career with The Journeys Group and...
Chief Canine Officer