CLIENT SERVICES STAFF

Our firm has four full-time administrative employees and one part-time administrative employee who support our investment managers in providing professional and knowledgeable service to our clients.

Pat Thompson joined the firm in 1997 and entered the investment management and real estate profession in 1981.  She received her BSBA from Salem College.

Sharon Beshears joined the firm in 1994 and entered the investment management and real estate profession in 1991.  She received her BSBA from UNC-Greensboro.

Allison Hewett joined the firm in 2002.  She graduated cum laude from Appalachian State University with a BS in Finance.

Susan Cox joined the firm in 2006 and entered the investment management profession in 2005.  She received her BS in Biology from Guilford College.

Beverly Weavil (part time) joined the firm in 1994.  She received her Associates Degree from Davidson Community College.