CLU, ChFC, MSFS
Ken, a Texas native has lived in the Triangle area for 20 years. he is consummate professional with over 45 years helping business owners and professionals create solid financial plans. Ken networks with CPAs to assure his clients are best served.
Craig W. Breher
Craig has over 22 years experience in commercial real estate financing. He builds long-term relationships helping his clients access lenders and leasing opportunities as well as connecting them with strategic partnerships and ancillary relationships that enhance their businesses.
Craig started his career in the financial services business and then moved on to work with several large banks and private leasing companies as well as starting his own company.
Craig lives in Raleigh with his wife and two daughters and is active in his church.
is a registered commercial loan broker in the state of North Carolina. He works with clients to package financing solutions that are tailored to their specific needs as it pertains to growing their business or to acquiring investment real estate property.
As it relates to commercial financing, Todd applies the problem solving skills that he acquired while collecting requirements from clients and collaboratively designing creative solutions to complex problems on a number of different product teams during his nearly 17 year career at IBM as an engineer and manager.
Todd loves to spend time with his wonderful wife Timekie and two children, Micah and Mia. He likes to spend his free time exercising, watching sports, reading, being an assistant coach on his son’s baseball team, and occasionally playing golf.
Brandi (Sam) Rhodes
Sam has spent the past nineteen years working in the financial services industry in Northern California. She focuses her practice on asset protection and she looks at the whole picture by listening to and caring about what is important to her clients. She also assists in estate planning including life insurance, living trusts or wills prepared by an elder law attorney, as needed and long-term care planning. She enjoys traveling, being a grandmother, practicing yoga, swimming and is quite a cook!
Marketing Director with Expertise in Search Engine Optimization, Social Media Management, Digital Advertising and Marketing.
Professional with 14 years of Supply Chain Management expertise and 3 years of Digital Marketing. Mike has had a career with Bell Labs and IBM/Lenovo where he has earned a Six Sigma Yellow Belt for a process he created and IBM uses today. He has a Patent at Bell labs for creating a new way of testing the attachment reliability of RF devices. He has also been awarded the Shining Star Award for launching the new Global Server business for Lenovo in record time.Mike has a degree from DeVry Technical Institute and Graduated from Thomas Edison State in NJ with a Bachelor’s Degree in Electronic’s Engineering.
Stephen A. Stack
MSFS, CLU, ChFC, RICP
Steve has spent more than 35 years in the financial services industry.
He works with individuals and business owners to solve tax, estate and retirement issues.
Steve’s strong knowledge of Tax Credits and incentives helps his clients have the best, most current information. He has helped many professionals liquidate and sell there business. He is a good resource to have.