Jackie has been committed to putting her clients’ interests first for more than 40 years. She holds the Accredited Investment Fiduciary® designation and earned a B.A. from Virginia Tech University.

Highly passionate about the betterment of the community, Jackie serves as chairman for the Virginia Tech Carillion School of Medicine and Research Institute, member (former chair) of the investment committee for the Community Foundation of Greater Greensboro, a board member of the Frank Family Foundation, and a trustee at the Institute of World Politics Graduate School in Washington, DC. She was also past chair of the board for the Women’s Resource, past trustee for Bennett College, and a gubernatorial appointee for the North Carolina’s Financial Literacy Commission. In 2012, she was appointed by the governor-elect to serve on the transition team for tax reform.

Additionally, Jackie was the past president and board member for the Friends for an Earlier Breast Cancer Test, past treasurer and board member for the Women’s Professional Forum’s Foundation, trustee for the YWCA Endowment Committee, board member of visitors for LifeSpan, and an executive committee member for the Virginia Tech’s Women, Leadership & Philanthropy Council. Her past positions include: vice president of the board for the Piedmont Triad Sickle Cell Anemia, chair of the Governmental Liaison Committee for the Greensboro Chamber of Commerce, treasurer for the YWCA board of directors, and chair for the Multiple Sclerosis Corporate Achievers.

Jackie and her husband, Bruce, reside in Greensboro and have been married for nearly 30 years.

As an Associate Vice President/Investments at Stifel, Karla brings more than 10 years of experience in the investment industry and a deep passion for helping clients pursue their financial goals. Prior to joining Stifel, she served as a Managing Director at Principal Financial Group, specializing in private wealth management and comprehensive financial planning for business owners, families, and high-net-worth individuals. As a CERTIFIED FINANCIAL PLANNER® professional, Karla has met the rigorous experience, education, and examination standards set by the CFP Board.

A proud alumna of The University of North Carolina at Greensboro, Karla graduated Summa Cum Laude while excelling as a scholar student-athlete in soccer. Her talents extend beyond finance – while in Nashville, Karla became a finalist on NBC’s “The Voice” and won the national final of the Colgate Country Showdown, earning the title “Best New Act in Country Music.” All the while, Karla was continuing to pursue her passion for investments and finance.

After living in Nashville for 12 years, Karla and her family are excited to be back in North Carolina. She is an active member of the UNCG Planned Giving Network of Professional Advisors and enjoys contributing to the Piedmont Triad Charitable Foundation’s “Live Music Vibe” initiative. Karla is passionate about serving the triad community and has found a unique comfort in calling Greensboro home again with her UNCG and North Carolina family ties. She resides in Greensboro with her husband, Taylor, and their two daughters, Charlie and Harper.

Donna has more than 40 years of financial services experience. She began her career in the life insurance industry with Jefferson Pilot and Northwestern Mutual Life Insurance Company. Beginning in 1997, she served as Client Service Associate with Interstate Johnson Lane, Wachovia Securities, A.G. Edwards, and Wells Fargo Advisors.

Donna has been married to her husband, Greg, for more than 25 years. They have one son, Nicholas, and are members of Westover Church. She enjoys spending time with her family, going to the beach, and taking deep sea fishing trips.