Meet The Team
Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor’s and staff professional experience, then when we meet you can get to know us.
Michael Wittenberg, CFP®, CLU®, ChFC®, CRCP,CWS®, REBC®,RHU®, AIF®
President
Michael Wittenberg has always believed the real focus in his professional life is making a difference in the lives of others. His career reflects that philosophy.Mike started service in VISTA, the domestic Peace Corps in North Carolina...
Brenda Blankenship
Partner, Wealth Management
Brenda Blankenship has a simple philosophy in life. She believes that if you always try to exceed expectations, you always wind up in a win-win situation. A tried and true people-pleaser, she is the kind of person who goes out of her...
Jeff Priddy
Partner, Wealth Management
If you talk to Jeff Priddy about his philosophy in life, there’s a good chance he’ll bring up football. Growing up in Walnut Cove in Stokes County, Jeff was a star athlete in his younger years. On the field, Jeff was...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.