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Leadership
Putting people first.
All of our leadership are dedicated to doing good for our clients, employees, and community.
Get to know our leadership team
Leadership at the Cary office is dedicated to doing good for our clients, employees and community.
Johnathan Williams
CFP®, CLU®, ChFC®
Wealth Management Advisor
Using a unique process, my team helps clients by creating a plan appropriate to their situation. We seek to build long lasting relationships with our clients that endure. We start by understanding you and your goals then create a roadmap to help achieve them. Ultimately our goal is to help create financial security for our clients and our community.
Joshua Powell
RICP®
Field Director
My team takes a comprehensive approach to financial planning. We take the time to learn about the current planning you have in place and your goals in order to tailor our recommendations to your specific situation. Give us a call today!