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(252) 937-2253

Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Sarah Dixon

Sarah Dixon

Financial Consultant

(252) 937-2253

(252) 210-3987

Shanna Strickland

Shanna Strickland

CDFA®, LUTCF, Financial Consultant

(252) 937-2253

(252) 210-3988

Miriam Hayes

Miriam Hayes

New Business Coordinator - Office Staff

(252) 937-2253

(252) 210-3986

Heather Freeman

Heather Freeman

Client Services Coordinator - Office Staff

(252) 937-2253

(252) 210-3985

Our normal office hours are Monday through Thursday 8:30am - 5:00pm.  You may contact our team members via text to the direct number listed for each or by email.  Thank you.

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