603 Carthage Street #210
Sanford, NC 27330


Phone: 919.774.4711


Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:30 pm

Retirement Plan Sponsors
Endowments & Foundations


Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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With nearly 150 combined years in the financial services industry, our team is able to provide you with a level of knowledge necessary to help you pursue your financial goals and objectives. Leaving a legacy to your children, grandchildren, or particular institution or charity is important to our clients. Our goal is to help each client achieve their individual goals for retirement and the efficient transfer of their estate to their heirs.

Our Team

Pamela Hall

Senior Specialist | Practice Management

Kathy Jones

Senior Client Management Consultant

Helen Marshall

Consultant / Relationship Manager

Claire Mims

Senior Client Management Associate

W. Kel Normann


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Our approach centers around understanding your unique goals and objectives, then tailoring financial solutions for retirement planning, wealth management, and asset transfer to your next generation. Our commitment is to understand what matters most to you, as well as what keeps you up at night. With over 150 years of combined experience, our team has the tools to simplify your financial journey.
W. Kel Normann Principal


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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.