Contact Us

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Jay Helvey, CIO
Partner, Advisor

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c 336.362.1413
f 336.631.9377

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Shay Heckard, CPA
Senior Operations Administrator & Controller

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c 336.251.4640
f 336.631.9377

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Charlie Barham, CCO, CFP®
Partner, Advisor

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c 919.449.8817
f 336.631.9377

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Jane Harper
Client Service Manager

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c 336.972.6331
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Andrew Miller
Advisor

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c 419.360.1177
f 336.631.9377

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Jay Helvey
Advisor, Partner 

p 336.723.4585
c 336.362.1413
f 336.631.9377

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Charlie Barham
Advisor, Partner

p 336.723.4585
c 919.449.8817
f 336.631.9377

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Danita Groce
Operations Administrator

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c 336.813.1082
f 336.631.9377

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Andrew Miller
Advisor

p 336.723.4585
c 419.360.1177
f 336.631.9377

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