Meet the Team

Carlos Alvarez, CBIA
Account Manager


919-779-6730

Michelle Ambrose
Account Manager


919.772.4783

Sandi Armfield, CISR
Team Support Specialist


984-262-9011

Sherry Ashworth
Team Support Specialist


984-262-9017

Hal Averette, CIC
Sr. Advisor, Partner


919-772-0233 ext. 1122

Priscilla M. Bedford, CISR
Account Manager


919-256-9458

Wortham Boyle, CIC, SPHR
Sr. Advisor, Managing Partner


919-772-0233 ext. 1109

Jessica Cerame
Team Support Specialist


919-772-2778

Alaina Cespedes, TRA
Insurance Advisor


919-714-6434

Shanna Cheek
Team Support Specialist


919-256-9470

Brandi Coman, CBIA
Insurance Advisor


919-441-8838

Carrie Deem, CIC, AAI, CISR
Account Manager


919-662-5653

Amanda Dougherty
Team Support Specialist


919-772-0233 ext. 1302

Emily Goodall
Team Support Specialist


919-256-9464

Jim Gron
Advisor


919-772-0233 ext. 1100

Charline Gryder, CISR, CLCS, CBIA, AAI
Account Manager


919-779-2368

Joe Gupton
Sr. Advisor, Partner


919-917-8246

Buddy Gupton, CIC
Sr. Advisor, Partner


919-772-0233 ext. 1104

Jim Harlow
Sr. Advisor, Partner


919-815-1470

Ashleigh Harris
Team Support Specialist


919-714-6437

Toni Hildebrand, CISR
Account Manager


919-256-9474

Kenneth Johnson, CISR
Account Manager


919-714-6440

Leigh Anne Johnson, CISR
Account Manager Team Lead


919-256-9451

Jerry E Jones, CIC
Sr. Advisor, Partner


919-772-0233 ext. 1106

Dawn Lavin
Team Support Specialist


919-662-5652

Melissa Leppla
Team Support Specialist


919-256-9462

April Lombard
Account Manager


919-256-9471

Nivedita Madala
Account Manager


919-779-6285

Talia Medley
Insurance Advisor


984-262-9047

Alanna Messimore
President


919-772-0233 ext. 1127

James Mishoe, TRA
Insurance Advisor


919-428-7270

Justin Mitchell
Benefits Technology Specialist


919-714-6438

Mary Beth Morris
Team Support Specialist


919-662-5651

Heidi Morse
Account Manager


919-256-9473

Teresa Muncer-Shimp, CCWP
HR Consultant


919-772-0233 ext. 1135

Leah Paulus
Team Support Specialist


9197720233 ext. 1154

Bianca Pavone, MBA, SHRM-CP
HR Advisor


919-256-9454

Julie Pellegrino, CISR, CBIA
Account Manager


919-256-9457

Harris Ray
Insurance Advisor


919-256-9460

Kylie Sanchez
Account Manager


919-714-6439

Larry Schild
Account Manager, Partner


919-714-6436

Leah Senter
Team Support Specialist


919-256-9463

Dillon Simpson
Insurance Advisor


919-714-6441

Grady Smith
Financial Advisor
919-256-9476

Mike Smollen, CISR
Account Manager


919-714-6432

Marianne Soifer, SHRM-CP
HR Advisor


919-256-9450

Kimberly Tekverk
Account Manager


919-662-5650

Ally Vaughan, CISR
Account Manager


984-262-9014

Brittany Vreeman, CISR
Account Manager


919-256-9467

Jessica White, CBIA
Operations Support Specialist


919-256-9468

Rob Yancey
Insurance Advisor


919-606-6596

Leslie Yount
Team Support Specialist


919-256-9459