Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Find a Financial Professional
- Andrew Rose, CFP®, CLU®, RICP®
- Kent Thompson, CFP®, MSFS
- Rena Bell
- Scott D. Sorrell , CFP®, AIF®, AEP®, ChFC®, CLU®, RICP®, CASL®, CLTC
- Trevor Lawson, CFP®, AIF®, RICP®, TPCP®
- William D. Smith, CPWA®, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC
Andrew Rose, CFP®, CLU®, RICP®
Financial Advisor
I’m Andrew Rose, a financial advisor based in Raleigh, North Carolina, focused on helping individuals and families feel confident about their financial future. I believe financial planning should be clear, structured, and personal, so...
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