Asheville, NC Office


  • Postal Address

    135 Broad Street
    Asheville, NC 28801

  • Contact Numbers

    Phone: (828) 257-4949
    Fax: (828) 257-4948
    Toll Free: 1-866-7500-IRA(472)

  • Office Hours

    Monday – Friday:  9 a.m. to 5 p.m. (EST)

Kyle Moody

Business Development Manager

Charlene Sutton

Finance Manager

Vicki Gehring

Funding Manager

Mike Higgins

Office Support

Caitlin Lane

Accounting Associate

Vivian Clinedinst

Receptionist

Manny Rubio

Finance Assistant

Isaac Crisp

Client Services Representative

Amanda Barnes

Compliance Manager

Tesean Jones

Business Development Specialist

Maryssa Rogers

Special Projects

Amy McLaughlin

Funding Assistant

Autumn Culp

Client Services Representative

Edythe Reeves

Investment Coordinator

Ashley Tipton

Client Services Representative

Megan Rich

Finance Assistant

Rebekah Schram

Operations Manager

Michelle Rubio

Compliance Assistant

Samantha Noe

Investment Coordinator

Jasmine Trocchia

Marketing Specialist

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