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...