Get to know our leadership team

Leadership at the Durham office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Jimbo Huckabee

Jimbo Huckabee

CFP®, ChFC®, CLU®

Managing Director

Photo of Growth and Development Director Charles Irvin

Charles Irvin

CFP®, RICP®, ChFC®, CLU®, WMCP®

Growth and Development Director

Photo of Growth and Development Director Ryan Davies

Ryan Davies

CFP®, ChFC®

Growth and Development Director

Photo of Jon Janis

Jon Janis

Photo of Campus Recruiter Tess Snider

Tess Snider

Campus Recruiter

Photo of College Unit Director Jalen Nixon

Jalen Nixon

College Unit Director

Photo of College Unit Director Will Hefner

Will Hefner

College Unit Director

Get to know our advisors and representatives.