Crystal Godbee, Director of Wealth Operations – Crystal has been with us since May of 2023. As Director of operations she has numerous responsibilities but is ultimately in charge of the trains running on time. It’s a difficult job and she never asks for credit. As her colleague noted, “She has been very helpful with anything operational that I have a question on or on matters that need her approval. Recently, she traveled to Charleston to help with our newest advisor. She has been instrumental implementing updated compliance procedures for advisors.” Congratulations, Crystal!

Diane Hall, Wealth Associate – Diane has been with us since April of 2013. She has been instrumental in helping us onboard other wealth associates all while supporting her team of financial advisors. As her colleague said, “She is the best person and coworker I have ever been associated with. Our clients love her. She can do anything in operations needed as a wealth associate. Dianne is willing to help anyone any time. Her knowledge is invaluable. Diane is well loved by all team members and employees.” Thank you for your partnership, Diane – and congratulations!