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
Client Service Coordinator
Chief Canine Officer