Broker Check

Our Team



Nate Brown
Financial Advisor & Founder


Nga Brown
COO


Kyle Beals
Director of Operations


Juliana Lambertus
Controller Director
of Client Experience
919-819-7594504-813-1896315-532-0184919-306-3165
[email protected][email protected][email protected][email protected]


Ellie Lathram
Marketing Manager


Olivia Waters
Marketing Manager


Deonna Coleman
Manager of Client Experience


Anna Perry
Marketing Manager
603-289-3622828-406-2195716-984-8201704-650-6898
[email protected][email protected][email protected][email protected]