Our Financial Services Representatives
Our Financial Services Representatives will work closely with you to understand your unique situation and goals, and provide you with solutions to help you prepare for your future.
Bret M. AlexanderFinancial Advisor- Email: bretalexander@financialguide.com
- Phone: (704) 557-9678
- Meet Bret
JC Aller CLU®, CLTC, LUTCF®Financial Advisor; Special Care Planner- Email: JAller@FinancialGuide.com
- Phone: (336) 553-6330
- Meet JC
Kenneth Altman CRPC®, CLTC, RICP®Financial Planner, Financial Adviser- Email: kaltman@financialguide.com
- Phone: (704) 541-2735
- Fax: (704) 541-2722
- Meet Kenneth
Thomas (Jason) Austell CFP®, ChFC®, CLU®, CASL®, RICP®, ChSNC™, CAP®, AEP®, MSFSFinancial Planner- Email: taustell@financialguide.com
- Phone: (980) 272-7222
- Fax: (704) 541-2722
- Meet Thomas
Tim Bartolomeo CFBS- Email: timbartolomeo@financialguide.com
- Phone: (704) 557-9655
- Fax: (704) 557-9670
- Meet Tim
Thomas (Tod) Blackwell CLU®, ChFC®Financial Services Representative- Email: tblackwell@financialguide.com
- Phone: (828) 443-2363
- Fax: (828) 372-0019
- Meet Thomas
Lee Bowman CLTC- Email: lbowman@financialguide.com
- Phone: (704) 557-9676
- Meet Lee
Eric Brandt MBA, CFP®, CLU®, LUTCF®Financial Planner- Email: ebrandt@financialguide.com
- Phone: (910) 769-4416
- Fax: (910) 769-4419
- Meet Eric
Stephen Brody CFP®, ChFC®Financial Planner- Email: sbrody@financialguide.com
- Phone: (252) 321-0362 x11
- Fax: (252) 321-7893
- Meet Stephen
Thomas (Tom) BurchhardtFinancial Advisor- Email: thomasburchhardt@financialguide.com
- Phone: (910) 698-8471
- Meet Thomas
Ronald B. CampbellFinancial Service Professional- Email: ronaldcampbell@financialguide.com
- Phone: (704) 550-8879
- Meet Ronald
Richard (Dillon) Chewning CEPA- Email: dchewning@financialguide.com
- Phone: (803) 676-8237
- Meet Richard
Bradly CollinsFinancial Advisor- Email: bradlycollins@financialguide.com
- Phone: (704) 557-9669
- Meet Bradly
R. Douglas Cowan CLU®Agency Vice President of Advanced Markets- Email: dcowan@financialguide.com
- Phone: (919) 755-3054
- Fax: (919) 831-4589
- Meet R. Douglas
James (Bryan) Daniel LUTCF®Financial Planner, Investment Advisor Representative, Special Care Planner- Email: JamesDaniel@financialguide.com
- Phone: (336) 842-3022
- Fax: (336) 448-5864
- Meet James
Kenneth Davis ChFC®, CLU®, LUTCF®Investment Advisor Representative- Email: kennethdavis@financialguide.com
- Phone: (336) 842-3022 x115
- Fax: (336) 829-5304
- Meet Kenneth
Marcus Davis MBAFinancial Services Professional- Email: marcusdavis@financialguide.com
- Phone: (919) 772-7698
- Meet Marcus
Ronald C. DavisFinancial Advisor- Email: ronaldcdavis@financialguide.com
- Phone: (919) 755-3103
- Fax: (919) 831-4589
- Meet Ronald
Steven Davis CEPAFinancial Services Professional- Email: Stevenhdavis@financialguide.com
- Phone: (336) 724-1810
- Meet Steven
Stephenie DemareeFinancial Services Professional- Email: sdemaree@financialguide.com
- Phone: (984) 538-7829
- Fax: (919) 831-4589
- Meet Stephenie
Ryan L. Donaghy ChFC®, CFBSFinancial Planner- Email: rdonaghy@financialguide.com
- Phone: (704) 557-9638
- Meet Ryan
Michael W. Ealey- Email: mealey@financialguide.com
- Phone: (704) 557-9635
- Meet Michael
Robert EdmondsonFinancial Services Professional- Email: redmondson@financialguide.com
- Phone: (919)755-3067
- Fax: (919) 831-4589
- Meet Robert
Nicholas Ellingsworth-Perez- Email: neperez@financialguide.com
- Phone: (954) 625-1533
- Meet Nicholas
Bryson FarleyFinancial Services Professional- Email: bfarley@financialguide.com
- Phone: (252) 269-5327
- Meet Bryson
David Ferguson ChFC®, MBAFinancial Advisor- Email: davidferguson@financialguide.com
- Phone: (704) 557-9673
- Fax: (704) 557-9670
- Meet David
Sean FlanaganFinancial Planner- Email: seanflanagan@financialguide.com
- Phone: (980) 294-7316
- Meet Sean
Timothy Flanagan Jr. CLU®, ChFC®, CFP®, ChSNC™CEO, The Pelora Group, A MassMutual Agency- Email: tflanaganjr@financialguide.com
- Phone: (704) 557-9600
- Fax: (704) 557-9692
- Meet Timothy
Leslie Foster- Email: lesliefoster@financialguide.com
- Phone: (336) 370-3144
- Meet Leslie
Matthew Foster- Email: matthewfoster@financialguide.com
- Phone: (704) 736-0388
- Meet Matthew
William R. Frazier CPA*Financial Services Representative- Email: wfrazier@financialguide.com
- Phone: (704) 904-5913
- Meet William
Sabrina K. GatewoodFinancial Services Professional- Email: sgatewood@financialguide.com
- Phone: (336) 403-3998
- Meet Sabrina
Doug Grant LUTCF®Financial Planner, Financial Advisor- Email: douglasgrant2@financialguide.com
- Phone: (704) 541-2725
- Meet Doug
Matthew HadleyFinancial Advisor- Email: mhadley@financialguide.com
- Phone: (407) 557-9644
- Meet Matthew
Joel D. HeimbignerFinancial Advisor- Email: jheimbigner@financialguide.com
- Phone: (704) 557-9609
- Meet Joel
David G. Hodges CFP®, ChFC®, CLTC, CLU®Insurance Agent- Email: dhodges@financialguide.com
- Phone: (803) 771-4521
- Fax: (803) 252-2665
- Meet David
Brian HoldenFinancial Services Professional- Email: brianholden@financialguide.com
- Phone: (336) 724-1810
- Meet Brian
David Holden CFP®, CLTC, ChFC®, CLU®Financial Services Professional- Email: dlholden@financialguide.com
- Phone: (336) 724-1810
- Meet David
Lawrence (Chip) Holden CLU®, ChFC®Financial Services Professional- Email: lholden@financialguide.com
- Phone: (336) 724-1810
- Meet Lawrence
Stan Ingram Jr CLU®, ChFC®- Email: singramjr@financialguide.com
- Phone: (864) 233-1665
- Fax: (864) 233-1503
- Meet Stan
Curtis P. Irwin- Email: cirwin@financialguide.com
- Phone: (704) 731-5711
- Meet Curtis
David Jacobius MBAFinancial Planning- Email: DJacobius@FinancialGuide.com
- Phone: (336) 293-7378
- Meet David
Jabbar Jamison MBAInvestment Advisor Representative- Email: jjamison@financialguide.com
- Phone: (704) 557-9785
- Fax: (704) 557-9670
- Meet Jabbar
Matthew (Matt) Kern CLTC, CLU®Financial Planner- Email: mkern@financialguide.com
- Phone: (704) 661-5047
- Meet Matthew
Steven E. Krasnipol CFP®, ChFC®, CLU®, ChSNC™, CFBS, CAP®Financial Services Professional- Email: skrasnipol@financialguide.com
- Phone: (910) 398-6405
- Meet Steven
John LynchOwner & President of Imprimis Financial- Email: johnlynch@financialguide.com
- Phone: (704) 231-9794
- Meet John
Jose (Alex) MaldonadoFinancial Planner, Wealth Advisor- Email: alexmaldonado@financialguide.com
- Phone: (919) 755-3070
- Meet Jose
Jeffrey W. Marquis SrManaging Associate- Email: jeffreymarquis@financialguide.com
- Phone: (919) 755-3065
- Fax: (919) 831-4589
- Meet Jeffrey
Derek McCordFinancial Planner- Email: dmccord@financialguide.com
- Phone: (919) 755-3061
- Fax: (919) 831-4589
- Meet Derek
Scott McDonald- Email: scottmcdonald@financialguide.com
- Phone: (828) 713-6257
- Fax: (828) 251-9694
- Meet Scott
Andrea McEntyreFinancial Services Professional- Email: amcentyre@financialguide.com
- Phone: (980)220-5849
- Meet Andrea
Harrison McLawhornFinancial Services Professional- Email: hmclawhorn@financialguide.com
- Phone: (252) 649-1620
- Meet Harrison
Tom McNichol LUTCF®Financial Advisor; Financial Services Executive- Email: tmcnichol@financialguide.com
- Phone: (704) 257-0868
- Fax: (704) 491-6098
- Meet Tom
- Charles Melvin
- Email: charlesmelvin@financialguide.com
- Phone: (704) 366-2391
- Meet Charles
Jimmy (Jimmy) MenisFinancial Planner, Investment Advisor Representative- Email: jmenis@financialguide.com
- Phone: (704) 310-5869
- Fax: (704) 310-5871
- Meet Jimmy
Andrew (Drew) MercerFinancial Services Professional- Email: amercer@financialguide.com
- Phone: (910) 346-2170
- Fax: (910) 347-2662
- Meet Andrew
John E. Mickey CLU®, CLTCFinancial Services Representative- Email: jmickey@financialguide.com
- Phone: (336) 724-1810
- Fax: (336) 724-2118
- Meet John
Kevin MonaghanFinancial Advisor- Email: kmonaghan@financialguide.com
- Phone: (704) 620-7713
- Fax: (704) 557-9670
- Meet Kevin
R. Blake MooreManaging Partner- Email: blakemoore@financialguide.com
- Phone: (864) 679-4658 x4
- Meet R. Blake
Kathryn H. MorganFinancial representative- Email: kmorgan@financialguide.com
- Phone: (336) 293-7378
- Fax: (336) 217-8387
- Meet Kathryn
Lynne H. Murray CLU®, ChFC®, CLTCFinancial Advisor- Email: lhmurray@financialguide.com
- Phone: (336) 580-1886
- Fax: (336) 370-0269
- Meet Lynne
Sunil NagpalFinancial Advisor- Email: snagpal@financialguide.com
- Phone: (704) 504-7205
- Fax: (704) 504-7170
- Meet Sunil
Thanh S. NguyenInsurance Professional- Email: thanhnguyen4@financialguide.com
- Phone: (704) 450-2700
- Fax: (815) 331-5214
- Meet Thanh
Alexander (Alex) Nolan CFP®, AIF®Financial Planner- Email: alexandernolan@financialguide.com
- Phone: (704) 557-9665
- Fax: (704) 557-9670
- Meet Alexander
Todd A. ParisFinancial Services Representative- Email: tparis@financialguide.com
- Phone: (704) 541-2724
- Fax: (704) 541-2722
- Meet Todd
Alexander (Alex) Parker MSFinancial Advisor- Email: alexanderparker@financialguide.com
- Phone: (864) 668-6250
- Meet Alexander
Hua Peng- Email: hpeng@financialguide.com
- Phone: (704) 557-9670
- Meet Hua
Ryan Platt MBA, ChFC®, ChSNC™Special Care Planner- Email: rplatt@financialguide.com
- Phone: (704) 557-9630
- Meet Ryan
Joseph (Jody) Rhyne III CFP®, CLU®, ChFC®- Email: jrhyne@financialguide.com
- Phone: (704) 736-0388
- Meet Joseph
Joy M. Richardson LUTCF®Financial Advisor- Email: joyrichardson@financialguide.com
- Phone: (336) 721-4322
- Fax: (336) 773-1413
- Meet Joy
Cynthia Richards-Donald CFP®, MBAManaging Director- Email: crichardsdonald@financialguide.com
- Phone: (704) 557-9660
- Fax: (704) 557-9670
- Meet Cynthia
Matt Rick ChFC®, CASL®Financial Advisor- Email: mrick@financialguide.com
- Phone: (704) 541-2778
- Meet Matt
Kyle Rasmussen CFP®, CLU®, ChHC®, RICP®Financial Advisor- Email: krasmussen@financialguide.com
- Phone: (803) 592-9573
- Meet Kyle
Michael Russell- Email: mrussell@financialguide.com
- Phone: (704) 557-9600
- Fax: (704) 557-9670
- Meet Michael
David Schoening Jr. CFP®Financial Advisor- Email: dschoening@financialguide.com
- Phone: (919) 755-3085
- Meet David
Daniel (Dan) Smith CFBS, CLTC, JD**, ChSNC™- Email: dmsmith@financialguide.com
- Phone: (910) 208-2678
- Meet Daniel
William T. SmithFinancial Planner, Financial Adviser- Email: williamtsmith3@financialguide.com
- Phone: (704) 541-2723
- Fax: (704) 541-2722
- Meet William
Alfred (Al) Sosa CLU®, LUTCF®Managing Director- Email: asosa@financialguide.com
- Phone: (919) 755-3095
- Fax: (919) 831-4589
- Meet Alfred
Thomas (Tom) Southern ChFC®, CLU®, AEP®, CLTC, RHU®Advisor- Email: tsouthern@financialguide.com
- Phone: (252) 637-3013
- Fax: (252) 636-0527
- Meet Thomas
Danny Steelman LUTCF®Financial Services Representative- Email: hsteelman@financialguide.com
- Phone: (336) 842-3022 x103
- Meet Danny
Hank Steinberg CLU®, ChFC®Financial Services Representative- Email: hsteinberg@financialguide.com
- Phone: (864) 582-7575
- Meet Hank
Karl J. Stuppnig CLU®, ChFC®Financial Advisor- Email: kstuppnig@financialguide.com
- Phone: (704) 504-7211
- Fax: (704) 504-7170
- Meet Karl
Adam T. Taff ChFC®, MBAFinancial Advisor- Email: ataff@financialguide.com
- Phone: (704) 910-2623
- Fax: (980) 207-3705
- Meet Adam
Shannon Thompson CFP®Financial Planner- Email: shannonthompson@financialguide.com
- Phone: (336) 842-3022 x109
- Fax: (336) 773-1413
- Meet Shannon
James L. ToddCertified Financial Planner- Email: jamestodd@financialguide.com
- Phone: (704) 557-9736
- Fax: (704) 553-8228
- Meet James
Peirce C. Ward CLU®, ChFC®Financial Services Professional- Email: pward@financialguide.com
- Phone: (704) 557-9643
- Meet Peirce
Michael (Mike) WatsonFinancial Advisor- Email: michaelwatson@financialguide.com
- Phone: (828) 569-1010
- Fax: (828) 569-1441
- Meet Michael
Robert L. Williams CLU®, ChFC®Financial Planner- Email: robertlwilliams@financialguide.com
- Phone: (704) 667-4632
- Meet Robert
Charles Yett CLU®Financial Professional- Email: cyett@financialguide.com
- Phone: (704) 557-9624
- Fax: (704) 557-9670
- Meet Charles
*Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.
**Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.
Agency officers are not officers of MassMutual.