Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

Executive Team Member

Derrick Dreier Intern

Derrick is a rising Junior at NC State University. He is majoring in Finance with a minor in Data Analytics and is currently seated in the top 10% of his class at NC State with an overall GPA of 3.83.

Derrick has recently been inducted into the Honors Data Analytics Program at NC State and is incredibly involved on campus as well throughout his community. He currently holds executive positions within the Poole College of Management Philanthropy Council as well as the Poole Council and Consult Your Community (a pro bono business consulting firm for local Raleigh businesses).

While Derrick thoroughly enjoys being an active member of his NC State community he is most passionate about his work with special needs children through programs such as “Best Buddies” and “PEPI” or his annual effort to raise money for the St. Baldrick’s Foundation; he even shaved his head last year!

We are extremely excited to be adding Derrick to our team and look forward to what he can bring to the table!