Experienced Professionals

Several clients have enjoyed excellent working relationships from the following professionals outside of the financial services industry:

David Morgan
Morgan Perry Law
920 Durham St, Fuquay-Varina, NC 27526
(919) 584-5293
david@morganperrylaw.com

Tom McCuiston
Attorney & CPA
McCuiston Law Offices
200 Towne Village Dr
Cary, NC 27513
919-467-4100

Jackie Bedard
Carolina Family Estate Planning
201 Commonwealth Ct. # 100
Cary, NC 27511
919-443-3035

Angela Becker
Number Crunchers
1150 SE Maynard Rd.Suite 1130
Cary, NC 27511
919-535-8403
angela@numbercrunchersinc.com

Mike Petilli
Agency Principal
Personal and Commercial Lines
800 W. Williams St. Ste 231H
Apex, NC 27502
919.296.3711
mike@affinityinsurancenc.com

Vicki Winstead
Winstead Insurance
101 Arvo Ln (19.72 mi)
Cary, North Carolina 27513
(919) 271-1096
vicki@winsteadservices.com