Team

Matt’s career as a financial advisor was triggered by his own family’s lack of planning. During his freshman year of college Matt lost his father unexpectedly. He became a first-hand witness to seeing what happens when...

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After 15 years with Hannaford Bros. Co. where she was an executive assistant, Heather began working at Edward Jones Investments as an administrative assistant. In 2003 she joined an LPL practice in Apex, NC as the Operations Manager....

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