Planning Team

After a successful career practicing law as a partner at Petree Stockton, John Mitchell made the choice to change careers. In 1993, he set out to start a business helping clients build personal wealth through financial planning and goals-based investing. Today, he leads a multi-generational team of professionals at Heirloom Advisors consisting of five CERTIFIED FINANCIAL PLANNER™ professionals, three Chartered Financial Consultants (ChFC®), and a Certified Private Wealth Advisor (CPWA®) with over 140 years of combined experience in the financial planning and private wealth management industry.

 

John F. Mitchell , J.D., CFP®

Advisor

Office 919-755-3236


Email

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Samuel W. Brewer IV , CFP®

Advisor

Office 919-755-3263


Email

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Kyle S. Parker , CPWA®, CFP®, ChFC®

Advisor

Office 919-755-3270


Mobile 919-673-5810


Email

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Jordan A. Ray , CFP®

Advisor

Office 919-755-3258


Email

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Adam R. Sedivy

Financial Planning Coordinator

Office 919-755-3248


Email

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Jenifer E. Castellano

Investment Services Administrator

Office 919-755-5082


Email

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Collin R. Pearce

Director of Investments and Operations

Office 919-755-3242


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Benjamin E. Farish , J.D., ChFC®, CFP®

Chief Operations Officer

Office 919-755-3257


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Katie A. Lindsey

Office Manager

Office 919-755-3245


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Penny Siedlecki Tucker

Insurance Operations Associate

Mobile 847-471-3984


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Eugenie Riga

Marketing and Client Relations Manager

Office 919-834-7772


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