Experience Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Jeffrey Robert Herman, CIMA®

Senior Vice President - Wealth Management
Financial Advisor
336-726-8684

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Jeff is responsible for the structure and focus of the team. He offers investment strategies, estate and retirement planning and insurance to meet your individual needs. Jeff has worked in the financial industry since 1980, including several years as a branch manager for Merrill Lynch. Jeff is a Certified Investment Manager Analyst(CIMA®).


Registered States:
AZ, CA, DC, DE, FL, GA, MA, MD, ME, MI, MO, NC, NH, NY, PA, SC, TN, TX, VA, WV


Bonnie Nicodemus Suther, CFP®, CEPA®,

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
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336-726-8688

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Bonnie, who is a Certified Financial Planner™ (CFP®), specializes in offering a comprehensive review of your entire financial picture with recommendations to best meet your retirement, education, liability, asset management, life insurance and long term care needs. She also works closely with clients' CPAs and attorneys for estate and tax planning. Bonnie has worked in the financial services industry since 1988.


Registered States:
AZ, CA, DC, DE, FL, GA, MA, MD, ME, MI, MO, NC, NY, PA, SC, TN, TX, VA, WV


Catherine P. Thompson, CRPC®

Wealth Strategy Associate
Chartered Retirement Planning Counselor (CRPC®)
336-726-8697

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Cathy, a Chartered Retirement Planning Counselor (CRPC®), brings to the team a background in operations and a vast knowledge of the firm's products and services. She is responsible for portfolio construction, and relaying the team's investment recommendations and research. She assists with the development of investment recommendations based on the risk tolerance and objectives of our clients, and monitors all managed portfolios. Cathy has worked in the financial services industry since 1980.


Registered States:
AZ, CA, DE, FL, GA, MD, ME, MI, NC, NY, PA, SC, TX, VA, WV


Beverly J. Funderburk

Wealth Strategy Associate
336-726-8698

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Beverly is responsible for researching all insurance products, including long-term care, variable and fixed annuities, and life insurance, relaying and monitoring of the team's recommendations of these products. She also specializes in retirement and college planning. Beverly has a background in banking operations as well as wealth management for individuals. She has worked in the financial services industry since 1985.


Registered States:
AZ, CA, DC, DE, FL, GA, MA, MD, MI, MO, NC, NH, NY, PA, SC, TX, VA, WV