Greensboro • Raleigh • Charlotte • Atlanta • Dallas • Charleston • Orlando 

Leadership Team

J. Steven Hutchinson, CEO

Chief Investment Officer
336.292.7696


Steve became a financial advisor in 1982 and organized his first independent financial services firm in 1986. Since that time, he has focused his efforts on offering his clients a truly independent, private wealth management and family wealth planning experience. Prior to beginning his career as a financial advisor, he served in the United States Marine Corps for nine years.

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Amy N. Conley, COO

Certified Wealth Strategist, CWS®
336.856.8414


Amy partnered with Steve in 1995. She became a full partner in 2007. Serving a critical role as the Chief Operating Officer of the firm, she ensures that the team’s activities are in compliance with all industry and compliance standards.

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Sherry W. Campbell, CFP®, CDFA™

President
336.235.6605

Sherry joined our team in 2014 and has a passion for helping her clients through the challenging financial issues of divorce. She primarily works with family law attorneys and clients throughout the country. She provides customized recommendations for divorce settlements as well as comprehensive financial planning solutions.

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Todd R. Walker

Senior Wealth Planning Advisor
336.398.1185


Todd joined our team in 2007 as a senior wealth planning advisor expanding on the expertise he developed over many years in the financial services industry. Todd works closely with our clients putting into action the recommendations of the firm’s planning and wealth management strategies. He diligently pursues their personal financial planning goals, building strong relationships based on trust and delivering quality solutions backed by excellent service.

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Gary C. Cepnick

Senior Wealth Planning Advisor
336.235.6604


Gary joined our team in 2013 expanding on the expertise he developed over 13-years in the financial services industry. Gary has an extensive background in all aspects of insurance, estate, and trust planning.

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