How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Alan Brookshire, CFP®, QPFC
Director, Financial Advisor
Alan helps his clients grow, protect, and transition their wealth by leveraging cutting-edge technology and financial planning resources in conjunction with small town values such as honesty, clarity, and compassion.
Betty Nollmann
Client Specialist
(828) 239-8795
A native of northern Vermont, Betty is fulfilling her dream of moving back to the mountains and has brought over 35 years of experience in the financial industry to Asheville with her. She spearheads the team's operations and works...
Julie Garside Willard, QPFC
Financial Advisor
(828) 239-8781
Julie helps clients align their financial objectives with their life goals to grow and preserve their wealth for generations to come. She forges deep relationships to guide clients through life’s changes and select and implement...
Phyllis Jamison
Client Assistant