Biography

Brian is a seasoned, well-credentialed Financial Advisor as well as the previous leader of the Chapel Hill and Durham, NC markets for Wells Fargo Advisors. He enjoys getting to know families and helping them make informed decisions with their finances. He brings passion to every conversation with the goal of providing confidence regarding their unique situation.   
 
Qualifications 

• 2026 & 2025 Forbes Best-in-State Wealth Advisors* 
• Certified Private Wealth Advisor (CPWA^®) 
• Yale School of Management – CPWA^® Program 
• CERTIFIED FINANCIAL PLANNER^® Professional 
• Sports & Entertainment Accredited Wealth Management Advisor^SM 
• University of Florida – Masters of Business Administration (MBA) 
• University of North Carolina at Chapel Hill – BA 
• Over a decade in various leadership roles 
• Registrations: FINRA Series 7, 66, 24, 9, 10, 4, 53 

 
Away from the office  
On the weekends, you can often find Brian at a local park playing a game with his children.  He enjoys everything outdoors and is thrilled to meet up for a morning trail run, game of pickleball, or round of golf.  He is a huge Tar Heel and part-time Gator and loves cheering on both athletic programs with friends.

Biography

Brandon is a CERTIFIED FINANCIAL PLANNER® Professional and Chartered Retirement Planning CounselorSM. He is dedicated to helping individuals develop financial and investment strategies that line up with their needs, goals and risk tolerance. Brandon takes pride in building long-term relationships and puts the client’s needs first. His mission is to help each one of his clients plan for a financial future in a way that best meets their goals.

Qualifications

• CERTIFIED FINANCIAL PLANNER® Professional
• Chartered Retirement Planning Counselor^SM
• East Carolina University – B.S. Business Administration
• Registrations: FINRA Series 7, 66
• Insurance Licenses: Annuities, life, health, long-term care

Away from the office

Brandon’s family has lived in the Chapel Hill area for several generations and he is an active member of Merritt’s Chapel UMC near Jordan Lake. He enjoys playing golf, riding ATVs, cheering on the Carolina Hurricanes, and spending time with his wife Becky and two children.

Biography

Todd is an Accredited Asset Management Specialist® (AAMS®) and our senior portfolio manager.  With extensive experience in business and finance dating back to 1983, he leads the team in providing custom investment planning.  He is especially passionate about putting a personal touch on every interaction with his clients and enjoys becoming a part of their extended family over the course of time.

Qualifications

• Retirement Income Certified Professional® (RICP®)
• Accredited Asset Management Specialist® (AAMS®)
• Previously ran a private banking and personal trust division of a regional bank in Kentucky.
• Registrations: FINRA Series 7, 63, & 65

Away from the office

Todd is active in the Chapel Hill, Durham, and Raleigh, NC communities as well as in Owensboro, KY, where he and his family moved from in 2006.  He is an ordained Elder and Deacon within his church, The Church of the Good Shepherd in Durham, NC.  He enjoys weight-training, hiking, watercolor painting with his wife, and golf.  Todd played collegiate and semi-professional football (many years ago!) and he still enjoys watching collegiate and professional football and basketball games.  By his own admission, the collegiate teams Todd pulls for is a unique mix.  Todd is a “Big Blue” University of Kentucky fan, but Todd also strongly roots for Duke and Illinois, and Appalachian State.

Biography

Kate brings a strong background in private wealth management and operations, with a focus on delivering a seamless, well-structured client experience. She is dedicated to supporting clients with thoughtful, responsive service, attention to detail, and clear communication. Kate focuses on building strong relationships and helping create the consistency and care that allow clients to feel confident, supported, and well positioned for the long term. 
 
Qualifications 

• 20+ years of experience across private wealth management, operations, and strategic program leadership
• Previously FINRA Series 7 & 63 licensed; pursuing re-registration
• Executive education through The Wharton School and Duke University
• Leadership training through North Carolina Outward Bound School
• B.A., History with Minor in Economics — State University of New York at Cortland 

 
Kate is a New York native with long ties to Chapel Hill and now calls it home with her husband, two sons, and their dog. Outside of work, she enjoys hiking, reading, and adventuring with her family. A former wilderness instructor, she values a good map, a beautiful summit, and the hard work it takes to get there. Her family is big on sports, and on weekends, you’ll often find them on a field or court—or cheering on the UNC Women’s soccer team.

Biography

With more than 30 years of financial services experience, Kelly strives to ensure that our clients’ administrative and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements. We believe our clients know that they can depend on Kelly to follow-up and follow-through with their requests.

Qualifications

• Lenoir Rhyne University - Bachelor of Arts, Sociology
• 30+ years industry experience
• Operational expertise

Away from the office

During her spare time, Kelly enjoys cooking, reading, and spending time at Atlantic Beach with her husband, Ben, and two daughters, Elizabeth and Caroline.