
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 has 26 years of client money management and real estate experience. She received a bachelor's degree from Salem College.

Sharon Beshears has more than 17 years of client money management and real estate experience. She received a bachelor's degree from the University of North Carolina at Greensboro.

Allison Hewett has 6 years of client money management experience. She received a bachelor's degree from Appalachian State University.

Susan Cox has 3 years of client money management experience. She received a bachelor's degree from Guilford College.

Beverly Weavil has 9 years of client money management experience. She received an associate's degree from Davidson Community College.