Planning Team

At Heirloom, we value integrity, financial empowerment and excellence.  These values have been pillars within our firm since our inception which have paved the way for us to achieve client goals and develop an industry leading team.  Heirloom strives to turn client dreams into realities through our comprehensive planning process and holistic approach to every situation.  We are a multi-generational team of professionals consisting of an Accredited Estate Planner® (AEP®), six CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, three Chartered Financial Consultants (ChFC®), and a Certified Private Wealth Advisor (CPWA®) designee with over 150 years of combined experience in the financial planning and private wealth management industry.

 

John F. Mitchell , J.D., CFP®

Office 919-755-3236


Email

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Samuel W. Brewer IV , CFP®

Office 919-755-3263


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Kyle S. Parker , CPWA®, CFP®

Office 919-755-3270


Mobile 919-673-5810


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Jordan A. Ray , CFP®

Office 919-755-3258


Email

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Adam R. Sedivy

Financial Planning Coordinator

Office 919-755-3248


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Jenifer E. Castellano , CFP®

Investment Services Administrator

Office 919-755-5082


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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., CFP®, AEP®

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 919-792-8914


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Jasmine J. Marcus

Operations Associate

Office 919-755-3267 ext. 11317


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