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)

Charlotte, NC Office

  • Postal Address

    15720 Brixham Hill Avenue
    Suite 300
    Charlotte, NC 28277

  • Contact Numbers

    Phone: (704) 633-8155
    Fax: (828) 257-4948
    Toll Free: 1-866-7500-IRA(472)

  • Office Hours

    By Appointment

Sean McKay

Sean McKay

Senior Vice President
Michelle Tracy

Michelle Tracy

Marketing Director
Sable Bajana

Sable Bajana

Business Development Specialist
Kyle Moody

Kyle Moody

Business Development Specialist
Erika Wilson

Erika Wilson

Director of Operations and Compliance
Rebecca Stinnett

Rebecca Stinnett

IT/Special Project Manager
Charlene Sutton

Charlene Sutton

Finance Manager
I’Juana Parks

I’Juana Parks

Client Services Supervisor
Jessica Argen

Jessica Argen

Operations Supervisor
Ryan Cole

Ryan Cole

Client Services Specialist
Vicki Gehring

Vicki Gehring

Funding Coordinator
Meggan Kestner

Meggan Kestner

Accounting Associate
Michelle Rubio

Michelle Rubio

Senior Investment Coordinator
Kristen Mulvey

Kristen Mulvey

Investment Coordinator
Nicki Yim

Nicki Yim

Investment and Compliance Support Specialist
Becky Kuykendall

Becky Kuykendall

Receptionist

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