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. Alexander

Financial 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®, MSFS

Financial 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
Cynthia Block-Taylor

Financial Adviser
- Email: cblocktaylor@financialguide.com
- Phone: (704) 541-2782
- Fax: (704) 541-2722
- Meet Cynthia
Lee Bowman CLTC
- Email: lbowman@financialguide.com
- Phone: (704) 557-9676
- Meet Lee
Hannah Butler
- Email: hbutler@financialguide.com
- Phone: (704) 557-9724
- Fax: (704) 557-9670
- Meet Hannah
Matthew Church

Financial Professional
- Email: MChurch@financialguide.com
- Phone: (704) 557-9620
- Meet Matthew
Bradly Collins

Financial Advisor
- Email: bradlycollins@financialguide.com
- Phone: (704) 557-9669
- Meet Bradly
David Cooil

Managing Director
- Email: dcooil@financialguide.com
- Phone: (336) 275-0881
- Meet David
Jeff Crum

Financial Services Professional
- Email: jcrum@financialguide.com
- Phone: (336) 422-6241
- Meet Jeff
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
Steven Davis

Financial Services Professional
- Email: Stevenhdavis@financialguide.com
- Phone: (336) 724-1810
- Meet Steven
Ryan L. Donaghy ChFC®, CFBS

Financial Planner
- Email: rdonaghy@financialguide.com
- Phone: (704) 557-9638
- Meet Ryan
John Dundorf CFBS, CFP®, CLU®

Financial Advisor
- Email: jdundorf@financialguide.com
- Phone: (704) 557-9620
- Fax: (704) 557-9670
- Meet John
Michael W. Ealey
- Email: mealey@financialguide.com
- Phone: (704) 557-9635
- Meet Michael
Jarrett Engel

Agency Director of Field Development
- Email: jarrettengel@financialguide.com
- Phone: (704) 557-9744
- Meet Jarrett
Neville V. Fearing AIF®, CFBS

Retirement Plan Specialist
- Email: nfearing@financialguide.com
- Phone: (704) 557-9605
- Meet Neville
David Ferguson ChFC®, MBA

Financial Advisor
- Email: davidferguson@financialguide.com
- Phone: (704) 557-9673
- Fax: (704) 557-9670
- Meet David
Timothy Flanagan Jr. CLU®, ChFC®, CFP®, ChSNC™

President, MassMutual Carolinas
- 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. Gatewood

Financial 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 Hadley

Financial Advisor
- Email: mhadley@financialguide.com
- Phone: (407) 557-9644
- Meet Matthew
Sunil (Sunny) Handa CFBS

Investment Advisor & Financial Services Professional
- Email: sunnyhanda@financialguide.com
- Phone: (864) 509-1700
- Fax: (864) 509-1700
- Meet Sunil
Joel D. Heimbigner

Financial Advisor
- Email: jheimbigner@financialguide.com
- Phone: (704) 557-9609
- Meet Joel
Gregory I. Hinrichs
- Email: ghinrichs@financialguide.com
- Phone: (800) 258-8429
- Meet Gregory
David G. Hodges CFP®, ChFC®, CLTC, CLU®

Insurance Agent
- Email: dhodges@financialguide.com
- Phone: (803) 771-4521
- Fax: (803) 252-2665
- Meet David
Brian Holden

Financial 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
Ricky Jackson Jr ChFC®, CFP®

Managing Director
- Email: rickyjackson@financialguide.com
- Phone: (704) 557-9678
- Meet Ricky
David Jacobius MBA

Managing Sales Director
- Email: DJacobius@FinancialGuide.com
- Phone: (336) 293-7378
- Meet David
Jabbar Jamison MBA

Investment Advisor Representative
- Email: jjamison@financialguide.com
- Phone: (704) 557-9785
- Fax: (704) 557-9670
- Meet Jabbar
Matthew L. Kern CLTC, CLU®

Financial Services Professional
- Email: mkern@financialguide.com
- Phone: (704) 661-5047
- Meet Matthew
Keith Kiser

Financial Professional
- Email: kkiser@financialguide.com
- Phone: (704) 557-9645
- Fax: (704) 557-9670
- Meet Keith
Steven E. Krasnipol CFP®, ChFC®, CLU®, ChSNC™, CFBS, CAP®

Financial Services Professional
- Email: skrasnipol@financialguide.com
- Phone: (910) 398-6405
- Meet Steven
Scott McDonald
- Email: scottmcdonald@financialguide.com
- Phone: (828) 713-6257
- Fax: (828) 251-9694
- Meet Scott
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) Menis

Financial Planner, Investment Advisor Representative
- Email: jmenis@financialguide.com
- Phone: (704) 310-5869
- Fax: (704) 310-5871
- Meet Jimmy
Andrew (Drew) Mercer

Financial Services Professional
- Email: amercer@financialguide.com
- Phone: (910) 346-2170
- Fax: (910) 346-2662
- Meet Andrew
John E. Mickey CLU®, CLTC

Financial Services Representative
- Email: jmickey@financialguide.com
- Phone: (336) 724-1810
- Fax: (336) 724-2118
- Meet John
Kevin Monaghan

Financial Advisor
- Email: kmonaghan@financialguide.com
- Phone: (704) 620-7713
- Fax: (704) 557-9670
- Meet Kevin
R. Blake Moore

Managing Partner
- Email: blakemoore@financialguide.com
- Phone: (864) 679-4658 x4
- Meet R. Blake
Kathryn H. Morgan

Financial representative
- Email: kmorgan@financialguide.com
- Phone: (336) 293-7378
- Fax: (336) 217-8387
- Meet Kathryn
Lynne H. Murray CLU®, ChFC®, CLTC

Financial Advisor
- Email: lhmurray@financialguide.com
- Phone: (336) 580-1886
- Fax: (336) 370-0269
- Meet Lynne
Sunil Nagpal

Financial Advisor
- Email: snagpal@financialguide.com
- Phone: (704) 504-7205
- Fax: (704) 504-7170
- Meet Sunil
Thanh S. Nguyen

Insurance 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. Paris

Financial Services Representative
- Email: tparis@financialguide.com
- Phone: (704) 541-2724
- Fax: (704) 541-2722
- Meet Todd
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®, MBA

Managing 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
Rick Ruiz LUTCF®

Managing Director
- Email: rickruiz@financialguide.com
- Phone: (910) 208-2673
- Fax: (910) 208-2685
- Meet Rick
Michael Russell
- Email: mrussell@financialguide.com
- Phone: (704) 557-9600
- Fax: (704) 557-9670
- Meet Michael
Daniel (Dan) Smith CFBS, CLTC, JD**, ChSNC™
- Email: dmsmith@financialguide.com
- Phone: (910) 208-2678
- Meet Daniel
Logan E. Smith

Financial Services Representative
- Email: lsmith11@financialguide.com
- Phone: (704) 557-9631
- Meet Logan
William T. Smith

Financial Planner, Financial Adviser
- Email: williamtsmith3@financialguide.com
- Phone: (704) 541-2723
- Fax: (704) 541-2722
- Meet William
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®, MBA

Financial Advisor
- Email: ataff@financialguide.com
- Phone: (704) 910-2623
- Fax: (980) 207-3705
- Meet Adam
Beverly (Bev) Thom

Financial Services Professional
- Email: bthom@financialguide.com
- Phone: (704) 557-9626
- Fax: (704) 557-9670
- Meet Beverly
Shannon Thompson CFP®

Financial Planner
- Email: shannonthompson@financialguide.com
- Phone: (336) 842-3022 x109
- Fax: (336) 773-1413
- Meet Shannon
James L. Todd

Certified 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
David A. Wachter Jr. LUTCF®

Managing Director and Registered Principal
- Email: dwachter@financialguide.com
- Phone: (828) 234-8019
- Fax: (828) 234-8019
- Meet David
Jarod Walker

Financial Professional
- Email: JarodWalker@financialguide.com
- Phone: (704) 557-9746
- Meet Jarod
Michael (Mike) Watson

Financial Advisor
- Email: michaelwatson@financialguide.com
- Phone: (828) 569-1010
- Fax: (828) 569-1441
- Meet Michael
Zack Whitlock

Financial Planner
- Email: zwhitlock@financialguide.com
- Phone: (704) 557-9664
- Meet Zack
Robert L. Williams CLU®, ChFC®

Financial Planner
- Email: robertlwilliams@financialguide.com
- Phone: (704) 667-4632
- Meet Robert
Brian Willis

Financial Advisor
- Email: brianwillis@financialguide.com
- Phone: (704) 541-2738
- Fax: (704) 541-2722
- Meet Brian
William O. Wylie
- Email: bwylie@financialguide.com
- Phone: (949) 660-1717
- Meet William
Charles Yett CLU®

Financial Professional
- Email: cyett@financialguide.com
- Phone: (704) 557-9624
- Fax: (704) 557-9670
- Meet Charles
James Ziel

Agency 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.