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Our Team

Our Intent

Our Intent

"I launched this firm in 2001 with the goal of doing business the right way. Now, with almost 40 years of financial services industry experience, I am more invigorated than ever to help clients and mentor the next generation of advisors to carry forth my vision."

-Joe Gordon

Meet Our Team

Glenn Moore

Glenn Moore, CFA, CFP, CAIA

Partner, Director of Wealth Planning Services

919.313.6674

Todd Zempel

Todd "Z" Zempel, CPFA, QKA, AIFA

Partner, Director or Retirement Plan Services

919.313.6683

Our Process


Our History


Our Values


Our Resources