Get to know our leadership team

Leadership at the Raleigh office is dedicated to doing good for our clients, employees and community.

Photo of Managing Partner Douglas Berry

Douglas Berry

CLU®, CFP®

Managing Partner

Photo of District Director Taylor Coleman

Taylor Coleman

CFP®, CLU®, ChFC®

District Director

Photo of Director of Recruitment and Selection Chelsea St John

Chelsea St John

Director of Recruitment and Selection

Photo of Campus Recruiter Savannah McCaslin

Savannah McCaslin

Campus Recruiter

Photo of Growth and Development Director Shanna McCormick

Shanna McCormick

Growth and Development Director

Photo of College Unit Director Sebastian Zuhr

Sebastian Zuhr

College Unit Director

D E

Daniel Edgar

Chief Financial Officer

Photo of Chief Experience Officer Allison Rathke

Allison Rathke

CLF®

Chief Experience Officer

Photo of Wealth Management Advisor Johnathan Williams

Johnathan Williams

CFP®, CLU®, ChFC®

Wealth Management Advisor

Get to know our advisors and representatives.