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.
Professional Designations & Licenses
- Bachelor’s in Law/Juris Doctorate in Law from University of North Carolina - Chapel Hill
- B.A in Political Science from Wake Forest University
- North Carolina Bar Association Member, Estate and Tax Section, Elder Law Section, and
- Wake County Estate Planning Council
- CERTIFIED FINANCIAL PLANNERTM (CFP®) professional
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- FINRA Series 6, 7, 63 and 65
- Life, Health, Disability, and Long-Term Care Insurance Licenses
- Variable Life and Variable Annuity Licenses
Background & Expertise
After working as an attorney, he joined the Financial Services Industry in 1993.
Personal Info
John resides in Raleigh with Stephanie, his wife of 47 years. He has three adult daughters: Kacy, Rachel, and Candace and six grandchildren. Lifetime residents of North Carolina, John and Stephanie have lived in Raleigh since 1986. John enjoys tennis, reading, baseball, the beach, and spending time with his family. He has run various marathons including the New York Marathon, the Outer Banks Marathon, and the 2010 Boston Marathon.
Professional Designations & Licenses
- B.A in Recreation Management from Appalachian State University
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- FINRA Series 6, 7, 63 and 65
- Life, Health, Disability, and Long-Term Care Insurance Licenses
- Variable Life and Variable Annuity Licenses
Background & Expertise
After graduation from Appalachian State University, Samuel "Beau" Brewer excelled at Quiksilver as a Regional Wholesale Representative. To pursue his passion, he joined Northwestern Mutual in 2002 and began working with John Mitchell in 2008. As Beau's daughter would say, "My dad helps people make wise money decisions."
Personal Info
Beau lives in Raleigh with his wife, Heather, and has two kids, Wait and Eleanor. Beau makes his way to the golf course as often as his wife permits him. He also enjoys fishing, hunting, going to the beach, and spending time with his family. When Beau grows up, he would like to be a professional surfer, boxer, and race car driver.
Kyle S. Parker CPWA®, CFP®, ChFC®
Private Wealth Advisor
Professional Designations & Licenses
- Bachelor of Arts from North Carolina State University
- Certified Private Wealth Advisor (CPWA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Chartered Financial Consultant (ChFC®)
- FINRA Series 7 and 66
- Life, Health, and Disability Insurance Licenses
- Variable Life and Variable Annuity Licenses
Background & Expertise
Kyle joined the team in the spring of 2005. As an Advisor, he works closely with our clients through a holistic approach to private wealth management.
Personal Info
Kyle enjoys spending time with his wife, two sons and Golden Retriever. Passions include cooking, traveling, meeting new people and finding any excuse to spend time outdoors. Lifetime residents of Raleigh, they enjoy finding new restaurants and exploring the many green spaces the area has to offer.
Professional Designations & Licenses
- B.S. in both Mathematics and Business Administration from Houghton College
- CERTIFIED FINANCIAL PLANNER™ Professional
- FINRA Series 7 and 66
- Life, Health, and Disability Insurance Licenses
- Variable Life and Variable Annuity Licenses
Background & Expertise
After college, Jordan went back to his hometown in Naples, Florida where he worked at Nationwide Insurance until moving here and joining the team in 2008. He is responsible for the ongoing management of our client's financial plans, portfolio reviews, recommendations and implementation.
Jordan's expertise is in comprehensive financial planning, retirement income distribution and tax efficient strategies.
Personal Info
Jordan lives in Cary with his wife Kirstin, daughter Lucia and their dog Archie. He enjoys being outdoors, playing ice hockey, drumming at his church, and pursuing his dream of becoming the ultimate BBQ pitmaster.
Professional Designations & Licenses
- B.S. in Business Administration from North Carolina State University
- CERTIFIED FINANCIAL PLANNER™ Professional
- FINRA Series 7 and 63
- Life, Health, Disability, and Long-Term Care Insurance Licenses
- Variable Life and Variable Annuity Licenses
Background & Expertise
After working within the Northwestern Mutual Raleigh district office as a member of the Centralized Planning Group for two and a half years, he joined the team in 2019. Adam uses his analytical skills to customize the planning process for each of our clients and manages their insurance requests.
Personal Info
Adam lives in Willow Spring with his wife, Logan, and sons, Rylan and Brantley. He enjoys hockey, golf, and traveling with his young family.
Jenifer E. Castellano CIMA®, CFP®
Director of Investment Operations
Professional Designations & Licenses
- B.S. in Atmospheric Science and a Minor in Mathematics from State University of New York at Albany
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- FINRA Series 7 and 66
- Life, Health, Disability, and Long-Term Care Insurance Licenses
- Variable Life and Variable Annuity Licenses
Background & Expertise
Jen worked in the field of operational marine meteorology in New York before making the move to Raleigh in 2015. She joined the team in February of 2017. Jen focuses on the operational duties of investments. This includes account transfers, servicing and opening accounts, creating investment proposals, and executing trades.
Personal Info
Jen lives in Raleigh with her husband, Brian and their cat, Glenn. She enjoys gymnastics, listening to music, traveling to different Caribbean Islands, visiting family in New York, and going to NASCAR races with her husband and friends.
Professional Designations & Licenses
- B.B.A in Trust and Wealth Management with a minor in Financial Planning from Campbell University
- FINRA Series 7 and 66
- Life and Health insurance Licenses
- Variable Life and Variable Annuity Licenses
Background & Expertise
Collin has been with the team since 2015 as an Associate Wealth Management Advisor. He focuses on investment operations, including portfolio construction, trade execution, new account openings, account transfers, and asset movement.
Personal Info
Collin is married to his wife Kati Jo and they moved to Raleigh in September of 2018. In his free time, he enjoys spending time with his family, collecting antiques, vinyl records, and sneakers and playing golf.
Professional Designations & Licenses
- B.S. in Economics and minor in International Business from Appalachian State University
- Juris Doctorate from St. Mary's University School of Law
- Licensed attorney with the North Carolina State Bar
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Chartered Financial Consultant (ChFC®)
- Accredited Estate Planner (AEP®)
- FINRA Series 7 and 66
- Life, Health, Disability, and Long-Term Care Insurance Licenses
- Variable Life and Variable Annuity Licenses
Background & Expertise
After working as an attorney in private practice and an advisor with his own practice at Northwestern Mutual, he joined the team in 2014. Ben brings a wealth of experience and directs business operations.
Personal Info
Ben lives in Raleigh with his wife, Maria, and sons, Mateo and David. He used to enjoy playing soccer, racquetball, running and hiking, but now mainly watches and chases his kids around.
Professional Designations & Licenses
- B.S. in Business Administration from North Carolina Wesleyan
- AAS in Paralegal Technology from Durham Technical Community College
Background & Expertise
After a successful career as a paralegal and subsequently a firm office manager, Katie joined the team in 2015. She schedules client meetings and manages business office matters.
Personal Info
Katie lives in Raleigh and enjoys outdoor activities and traveling.
Professional Designations & Licenses
- B.S. in Finance from NC State University
- FINRA Series 7 and 66
- Life, Health, Disability Insurance Licenses
Background & Expertise
Ryan started with Heirloom as an intern during his Senior year of college in 2021. After graduating from NC State, he joined the team full time in January of 2022. Ryan’s focus is with the operations department. This includes account transfers, servicing and opening accounts, creating investment proposals, and executing trades.
Personal Info
Ryan is a lifelong Raleigh resident. A few of his hobbies include golf, video games and working out. Ryan also loves getting outside and enjoying the outdoors whenever he can.
Professional Designations & Licenses
- B.A. in Communications Studies State University of New York at Buffalo State University
Background & Expertise
Sam worked in the field of on-air sports broadcasting in Pennsylvania & New York before making the move to Raleigh in 2018. He joined the team in December of 2022. Sam focuses on the operational duties of investments. This includes account transfers, servicing and opening accounts, creating investment proposals, and money movement.
Personal Info
Sam lives in Raleigh with his wife, Katy and their dog, Lady. He enjoys watching sports, trying different local breweries, visiting different parts of North Carolina, and attending all NC State sporting events.
Professional Designations & Licenses
- B.A in English with a minor in Women’s Studies from Elon University
- CERTIFIED Duke Integrative Medicine Health & Wellness Coach
Background & Expertise
Charman joined the team in November 2023 and is dedicated to upholding the outstanding client experience that lies at the heart of Heirloom’s expanding reputation and brand. Her mission is to ensure that every interaction reflects the integrity and commitment synonymous with our growing organization.
For more than 25 years, Charman has dedicated herself to inspiring and empowering individuals to elevate their quality of life and create a holistic approach to personal development through her work as a wellness entrepreneur, arts advocate, writer, and public speaker. Looking ahead, her focus lies in promoting financial literacy and wellness, particularly for families, with a special emphasis on the empowerment of women and children. This commitment is paramount in her role at Heirloom Advisors.
Personal Info
Charman lives in Raleigh with her husband, Frank Thompson, and their daughter, Delaney. Charman and her husband were instrumental in establishing the Contemporary Art Museum of Raleigh (CAM Raleigh) in The Warehouse District that ushered in broad economic development with it. She is the youngest person to date and first African-American woman to receive NC State University’s College of Design 2016 Designlife Award for leadership in design and the arts, service to the community and exemplary philanthropy.
She is a current board member of Dorothea Dix Park Conservancy and past board member of CAM Raleigh, NCMA, Artspace and Vital Plan, Inc.
Charman enjoys running, skiing, hiking, yoga, swimming and walking her three dogs: Mochi, Willie, and Binx. She meditates daily to remain grounded.
