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.
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Bret M. AlexanderFinancial Advisor
- Email: bretalexander@financialguide.com
- Phone: (704) 557-9678
- Meet Bret
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JC Aller CLU®, CLTC, LUTCF®Financial Advisor; Special Care Planner
- Email: JAller@FinancialGuide.com
- Phone: (336) 553-6330
- Meet JC
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Kenneth Altman CRPC®, CLTC, RICP®Financial Planner, Financial Adviser
- Email: kaltman@financialguide.com
- Phone: (704) 541-2735
- Fax: (704) 541-2722
- Meet Kenneth
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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
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Tim Bartolomeo CFBS
- Email: timbartolomeo@financialguide.com
- Phone: (704) 557-9655
- Fax: (704) 557-9670
- Meet Tim
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Thomas (Tod) Blackwell CLU®, ChFC®Financial Services Representative
- Email: tblackwell@financialguide.com
- Phone: (828) 443-2363
- Fax: (828) 372-0019
- Meet Thomas
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Cynthia Block-TaylorFinancial Adviser
- Email: cblocktaylor@financialguide.com
- Phone: (704) 541-2782
- Fax: (704) 541-2722
- Meet Cynthia
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Lee Bowman CLTC
- Email: lbowman@financialguide.com
- Phone: (704) 557-9676
- Meet Lee
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Hannah Butler
- Email: hbutler@financialguide.com
- Phone: (704) 557-9724
- Fax: (704) 557-9670
- Meet Hannah
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Matthew ChurchFinancial Professional
- Email: MChurch@financialguide.com
- Phone: (704) 557-9620
- Meet Matthew
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Bradly CollinsFinancial Advisor
- Email: bradlycollins@financialguide.com
- Phone: (704) 557-9669
- Meet Bradly
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Jeff CrumFinancial Services Professional
- Email: jcrum@financialguide.com
- Phone: (336) 422-6241
- Meet Jeff
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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
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Kenneth Davis ChFC®, CLU®, LUTCF®Investment Advisor Representative
- Email: kennethdavis@financialguide.com
- Phone: (336) 842-3022 x115
- Fax: (336) 829-5304
- Meet Kenneth
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Steven DavisFinancial Services Professional
- Email: Stevenhdavis@financialguide.com
- Phone: (336) 724-1810
- Meet Steven
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Ryan L. Donaghy ChFC®, CFBSFinancial Planner
- Email: rdonaghy@financialguide.com
- Phone: (704) 557-9638
- Meet Ryan
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John Dundorf CFBS, CFP®, CLU®Financial Advisor
- Email: jdundorf@financialguide.com
- Phone: (704) 557-9620
- Fax: (704) 557-9670
- Meet John
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Michael W. Ealey
- Email: mealey@financialguide.com
- Phone: (704) 557-9635
- Meet Michael
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Jarrett EngelAgency Director of Field Development
- Email: jarrettengel@financialguide.com
- Phone: (704) 557-9744
- Meet Jarrett
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Neville V. Fearing AIF®, CFBSRetirement Plan Specialist
- Email: nfearing@financialguide.com
- Phone: (704) 557-9605
- Meet Neville
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David Ferguson ChFC®, MBAFinancial Advisor
- Email: davidferguson@financialguide.com
- Phone: (704) 557-9673
- Fax: (704) 557-9670
- Meet David
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Timothy Flanagan Jr. CLU®, ChFC®, CFP®, ChSNC™President, MassMutual Carolinas
- Email: tflanaganjr@financialguide.com
- Phone: (704) 557-9600
- Fax: (704) 557-9692
- Meet Timothy
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Leslie Foster
- Email: lesliefoster@financialguide.com
- Phone: (336) 370-3144
- Meet Leslie
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Matthew Foster
- Email: matthewfoster@financialguide.com
- Phone: (704) 736-0388
- Meet Matthew
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William R. Frazier CPA*Financial Services Representative
- Email: wfrazier@financialguide.com
- Phone: (704) 904-5913
- Meet William
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Sabrina K. GatewoodFinancial Services Professional
- Email: sgatewood@financialguide.com
- Phone: (336) 403-3998
- Meet Sabrina
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Doug Grant LUTCF®Financial Planner, Financial Advisor
- Email: douglasgrant2@financialguide.com
- Phone: (704) 541-2725
- Meet Doug
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Matthew HadleyFinancial Advisor
- Email: mhadley@financialguide.com
- Phone: (407) 557-9644
- Meet Matthew
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Sunil (Sunny) Handa CFBSInvestment Advisor & Financial Services Professional
- Email: sunnyhanda@financialguide.com
- Phone: (864) 509-1700
- Fax: (864) 509-1700
- Meet Sunil
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Joel D. HeimbignerFinancial Advisor
- Email: jheimbigner@financialguide.com
- Phone: (704) 557-9609
- Meet Joel
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Gregory I. Hinrichs
- Email: ghinrichs@financialguide.com
- Phone: (800) 258-8429
- Meet Gregory
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David G. Hodges CFP®, ChFC®, CLTC, CLU®Insurance Agent
- Email: dhodges@financialguide.com
- Phone: (803) 771-4521
- Fax: (803) 252-2665
- Meet David
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Brian HoldenFinancial Services Professional
- Email: brianholden@financialguide.com
- Phone: (336) 724-1810
- Meet Brian
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David Holden CFP®, CLTC, ChFC®, CLU®Financial Services Professional
- Email: dlholden@financialguide.com
- Phone: (336) 724-1810
- Meet David
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Lawrence (Chip) Holden CLU®, ChFC®Financial Services Professional
- Email: lholden@financialguide.com
- Phone: (336) 724-1810
- Meet Lawrence
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Stan Ingram Jr CLU®, ChFC®
- Email: singramjr@financialguide.com
- Phone: (864) 233-1665
- Fax: (864) 233-1503
- Meet Stan
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Curtis P. Irwin
- Email: cirwin@financialguide.com
- Phone: (704) 731-5711
- Meet Curtis
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Ricky Jackson Jr ChFC®, CFP®Managing Director
- Email: rickyjackson@financialguide.com
- Phone: (704) 557-9678
- Meet Ricky
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David Jacobius MBAManaging Sales Director
- Email: DJacobius@FinancialGuide.com
- Phone: (336) 293-7378
- Meet David
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Jabbar Jamison MBAInvestment Advisor Representative
- Email: jjamison@financialguide.com
- Phone: (704) 557-9785
- Fax: (704) 557-9670
- Meet Jabbar
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Matthew L. Kern CLTC, CLU®Financial Services Professional
- Email: mkern@financialguide.com
- Phone: (704) 661-5047
- Meet Matthew
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Keith KiserFinancial Professional
- Email: kkiser@financialguide.com
- Phone: (704) 557-9645
- Fax: (704) 557-9670
- Meet Keith
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Steven E. Krasnipol CFP®, ChFC®, CLU®, ChSNC™, CFBS, CAP®Financial Services Professional
- Email: skrasnipol@financialguide.com
- Phone: (910) 398-6405
- Meet Steven
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Scott McDonald
- Email: scottmcdonald@financialguide.com
- Phone: (828) 713-6257
- Fax: (828) 251-9694
- Meet Scott
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Tom McNichol LUTCF®Financial Advisor; Financial Services Executive
- Email: tmcnichol@financialguide.com
- Phone: (704) 257-0868
- Fax: (704) 491-6098
- Meet Tom
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Charles Melvin
- Email: charlesmelvin@financialguide.com
- Phone: (704) 366-2391
- Meet Charles
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Jimmy (Jimmy) MenisFinancial Planner, Investment Advisor Representative
- Email: jmenis@financialguide.com
- Phone: (704) 310-5869
- Fax: (704) 310-5871
- Meet Jimmy
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Andrew (Drew) MercerFinancial Services Professional
- Email: amercer@financialguide.com
- Phone: (910) 346-2170
- Fax: (910) 346-2662
- Meet Andrew
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John E. Mickey CLU®, CLTCFinancial Services Representative
- Email: jmickey@financialguide.com
- Phone: (336) 724-1810
- Fax: (336) 724-2118
- Meet John
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Kevin MonaghanFinancial Advisor
- Email: kmonaghan@financialguide.com
- Phone: (704) 620-7713
- Fax: (704) 557-9670
- Meet Kevin
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R. Blake MooreManaging Partner
- Email: blakemoore@financialguide.com
- Phone: (864) 679-4658 x4
- Meet R. Blake
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Kathryn H. MorganFinancial representative
- Email: kmorgan@financialguide.com
- Phone: (336) 293-7378
- Fax: (336) 217-8387
- Meet Kathryn
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Lynne H. Murray CLU®, ChFC®, CLTCFinancial Advisor
- Email: lhmurray@financialguide.com
- Phone: (336) 580-1886
- Fax: (336) 370-0269
- Meet Lynne
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Sunil NagpalFinancial Advisor
- Email: snagpal@financialguide.com
- Phone: (704) 504-7205
- Fax: (704) 504-7170
- Meet Sunil
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Thanh S. NguyenInsurance Professional
- Email: thanhnguyen4@financialguide.com
- Phone: (704) 450-2700
- Fax: (815) 331-5214
- Meet Thanh
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Alexander (Alex) Nolan CFP®, AIF®Financial Planner
- Email: alexandernolan@financialguide.com
- Phone: (704) 557-9665
- Fax: (704) 557-9670
- Meet Alexander
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Todd A. ParisFinancial Services Representative
- Email: tparis@financialguide.com
- Phone: (704) 541-2724
- Fax: (704) 541-2722
- Meet Todd
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Hua Peng
- Email: hpeng@financialguide.com
- Phone: (704) 557-9670
- Meet Hua
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Ryan Platt MBA, ChFC®, ChSNC™Special Care Planner
- Email: rplatt@financialguide.com
- Phone: (704) 557-9630
- Meet Ryan
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Joseph (Jody) Rhyne III CFP®, CLU®, ChFC®
- Email: jrhyne@financialguide.com
- Phone: (704) 736-0388
- Meet Joseph
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Joy M. Richardson LUTCF®Financial Advisor
- Email: joyrichardson@financialguide.com
- Phone: (336) 721-4322
- Fax: (336) 773-1413
- Meet Joy
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Cynthia Richards-Donald CFP®, MBAManaging Director
- Email: crichardsdonald@financialguide.com
- Phone: (704) 557-9660
- Fax: (704) 557-9670
- Meet Cynthia
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Matt Rick ChFC®, CASL®Financial Advisor
- Email: mrick@financialguide.com
- Phone: (704) 541-2778
- Meet Matt
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Rick Ruiz LUTCF®Managing Director
- Email: rickruiz@financialguide.com
- Phone: (910) 208-2673
- Fax: (910) 208-2685
- Meet Rick
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Michael Russell
- Email: mrussell@financialguide.com
- Phone: (704) 557-9600
- Fax: (704) 557-9670
- Meet Michael
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Daniel (Dan) Smith CFBS, CLTC, JD**, ChSNC™
- Email: dmsmith@financialguide.com
- Phone: (910) 208-2678
- Meet Daniel
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Logan E. SmithFinancial Services Representative
- Email: lsmith11@financialguide.com
- Phone: (704) 557-9631
- Meet Logan
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William T. SmithFinancial Planner, Financial Adviser
- Email: williamtsmith3@financialguide.com
- Phone: (704) 541-2723
- Fax: (704) 541-2722
- Meet William
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Thomas (Tom) Southern ChFC®, CLU®, AEP®, CLTC, RHU®Advisor
- Email: tsouthern@financialguide.com
- Phone: (252) 637-3013
- Fax: (252) 636-0527
- Meet Thomas
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Danny Steelman LUTCF®Financial Services Representative
- Email: hsteelman@financialguide.com
- Phone: (336) 842-3022 x103
- Meet Danny
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Hank Steinberg CLU®, ChFC®Financial Services Representative
- Email: hsteinberg@financialguide.com
- Phone: (864) 582-7575
- Meet Hank
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Karl J. Stuppnig CLU®, ChFC®Financial Advisor
- Email: kstuppnig@financialguide.com
- Phone: (704) 504-7211
- Fax: (704) 504-7170
- Meet Karl
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Adam T. Taff ChFC®, MBAFinancial Advisor
- Email: ataff@financialguide.com
- Phone: (704) 910-2623
- Fax: (980) 207-3705
- Meet Adam
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Beverly (Bev) ThomFinancial Services Professional
- Email: bthom@financialguide.com
- Phone: (704) 557-9626
- Fax: (704) 557-9670
- Meet Beverly
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Shannon Thompson CFP®Financial Planner
- Email: shannonthompson@financialguide.com
- Phone: (336) 842-3022 x109
- Fax: (336) 773-1413
- Meet Shannon
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James L. ToddCertified Financial Planner
- Email: jamestodd@financialguide.com
- Phone: (704) 557-9736
- Fax: (704) 553-8228
- Meet James
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Peirce C. Ward CLU®, ChFC®Financial Services Professional
- Email: pward@financialguide.com
- Phone: (704) 557-9643
- Meet Peirce
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David A. Wachter Jr. LUTCF®Managing Director and Registered Principal
- Email: dwachter@financialguide.com
- Phone: (828) 234-8019
- Fax: (828) 234-8019
- Meet David
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Jarod WalkerFinancial Professional
- Email: JarodWalker@financialguide.com
- Phone: (704) 557-9746
- Meet Jarod
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Michael (Mike) WatsonFinancial Advisor
- Email: michaelwatson@financialguide.com
- Phone: (828) 569-1010
- Fax: (828) 569-1441
- Meet Michael
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Robert L. Williams CLU®, ChFC®Financial Planner
- Email: robertlwilliams@financialguide.com
- Phone: (704) 667-4632
- Meet Robert
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Brian WillisFinancial Advisor
- Email: brianwillis@financialguide.com
- Phone: (704) 541-2738
- Fax: (704) 541-2722
- Meet Brian
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William O. Wylie
- Email: bwylie@financialguide.com
- Phone: (949) 660-1717
- Meet William
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Charles Yett CLU®Financial Professional
- Email: cyett@financialguide.com
- Phone: (704) 557-9624
- Fax: (704) 557-9670
- Meet Charles
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James ZielAgency Supervisory Officer
- Email: jziel@financialguide.com
- Phone: (704) 557-9610
- Meet James
*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.