When I’m not working, I have quite a few interests. I am married to my wife, Virginia, since August 10, 2002. We have three children, Isaac (2005) , Evan (2009), and Clara (2011). Spending time with them and teaching them to love Jesus is very important to me.
I also enjoy watching sports. I am a die hard Chicago sports fan, because that is where I spent the first 23 years of my life before moving to NC in 2001. I do a lot of writing about the Chicago Cubs on View From the Bleachers, but love watching the Bears, Blackhawks and Bulls as well as University of Illinois basketball and Notre Dame football.
Outside of sports and family, I enjoy, writing, Geocaching, board games (Risk, Ticket to Ride, Settlers of Catan), and outside games like corn hole and bocce.
When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today to see how personal service can make a difference.
Bobby Allen, CRPC®
Financial Advisor | EdwardJones
203 E. Whitaker Mill Rd. Raleigh, NC 27608
Phone 919-833-3390 | Fax 855-379-3021
WHAT TO EXPECT FROM OUR PRACTICE
- We want to understand what’s important to you
- We use an established process that allows us to build personalized strategies to help you achieve your goals
- We will partner together for the rest of your life to keep you on track
Katherine “Kate” Anders graduated from Campbell University in May, 2010, after completely a rigorous 3/2 program. She simultaneously obtained her Bachelors of Business Administration in Trust & Wealth Management with a minor in Financial Planning, as well as her Masters of Business Administration.
During her time at Campbell, she was able to participate in two summer internships with U.S. Trust/Bank of America Private Wealth Management, at locations in Bethesda, MD, and Atlanta, GA. These internships gave her vast insight into the high net worth-client experience.
A short month after graduation from Campbell, Kate started her financial advisor career at Waddell & Reed in Raleigh, NC. She currently holds her Series 7 & Series 66 licenses. She is also licensed to sell life, long-term care, and disability insurance.
During her free time, she enjoys traveling, photography, spending time with her four nieces, and being involved in the local Raleigh community.
I meet with potential customers, go over the customers’ needs, and recommend home security systems that are within the customers’ budget.
Provide hardware and customer support services to help homeowners prevent crime and fires in their homes and on their property. Assess a customer’s risk of property and personal loss due to fire or crime and recommend a security system to reduce that risk in accordance with the customer’s budget.
Trained near Tacoma, Washington and licensed as a massage therapist since September of 2008, Joe has had the privilege of learning from some of the best teachers in the industry. He has always made it a point to study under the best teachers in the bodywork field, even if that means traveling to find them.
“I grew a passion for learning physical rehabilitation through the art of massage. Coming from an analytical background in corporate logistics and being prior military, I carried over my intense level of attention to detail and analytics into working with the human body. I call it the power of observation which gives us all of the answers the body would like to give”.
In regards to NeuroMuscular Reprogramming (NMR), which is a technique that Joe has become fond of, he says that the technique allows him to localize problems and help bring somewhat instant relief to painful situations in clients. He notes that the influence of Jocelyn Olivier has helped him see the body as the sum of all its parts.
Today, Joe is presenting his body of work in the device he developed called “CORE”. CORE is a movement integration device that uses a form of dance called Contact Improvisation, which is a study of physics using dance.In June 2017, Joe will be published in “Midwifery Today” for a technique he developed relating to hand pain in women during pregnancy.
My name is Dyrke Maricle, and I am the owner of Goosehead Insurance. We provide our customers the power of choice. With over 20 different carriers, you will always receive the lowest price with the highest service. I am passionate about my community, belonging to many organizations including the Past-Chair for the Clayton Chamber of Commerce and Spiritual Twist Productions. I have been married to my wife Sarah for over 20 years and have 4 great kids: Ethan, Lucie, Arlis and Ketch. Always remember that life is too short to wear uncomfortable shoes. Do what you love and you will always love what you do.
O’Briant Law, PC is interested in insuring you have someone in your corner that is truly vested in seeing you reach your legal and personal goals. We pride ourselves in being an agile firm that can quickly respond to your needs and we treat each case with care and consideration. If you call on an eminent domain case, our goal is to have a site visit with you within 48 hours – anywhere in NC. Also, we hand-pick qualified high-quality partners to successfully resolve any legal matter. No issue is too big or too small. If you have a legal need in our practice areas, we will help you find a solution.
At NC Farm Bureau, Helping You is What We Do Best. Nathan’s specialty is helping individuals, businesses, and families protect their assets, paychecks, and maintain their standard of living as live events occur.
In today’s World, mistakes, accidents, untimely deaths, and other peoples’ decisions that are often out of our own control can quickly turn a bad day into a bad life. Everyone has a story that includes different situations and priorities. Understanding the risks to a client’s livelihood and family’s standard of living are paramount in creating a proper insurance program. Additionally, having an expert be transparent in explaining cost versus coverage’s/benefits will help maximize insurance dollars for benefits that most suit the client’s particular needs.
With experience as an investment adviser, financial planner, and business owner, Nathan has the knowledge base to help clients incorporate their insurance program into the ‘overall picture’ as well as highlight areas of potential risks and propose appropriate solutions.
Nathan is a NC native and graduated from Methodist University in Fayetteville, NC with degrees in business. An avid sports fan, traveler, and uncle, he has made Raleigh home. After spending he first part of his career as a professional golfer and then in the golf operations/real estate industry, Nathan branched into financial services, a natural fit for his analytical and business acumen. When asked about why the insurance industry was where he decided to focus, he provided this answer;
“My decision to focus on the insurance side of financial services honestly came from flying into several cities and seeing just how many rooftops there were, knowing each one of them had a different set of circumstances, and ALL needed protection for their homes, automobiles, incomes, life insurance to protect their families, and possibly their business if they owned one. It was an ‘ah-ha moment’. Many times I hear that only wealthy people need insurance. I would argue the person who can’t afford a major life change to affect their income or a bad accident to affect their paycheck needs it even more. I realized my background in business, financial planning, communication, and creating unique solutions would separate me from those who just want to ‘sell insurance’, so here I am.”
Lines of Business: Auto, Homeowners (including rental properties and renters insurance for homes, apartments, townhomes), Permanent and Term Life, Disability, Health, Business, General Liability and Workers’ Compensation, Personal Umbrella, Commercial Lines, Vehicle Fleets
I am the Trusts & Estates attorney for Bagwell Holt Smith P.A. and I counsel individual clients, including Executors and Trustees, on the process of estate planning and administration. I work with young families who are setting up their first estate plans, couples approaching retirement who are updating their estate plans to match their retirement goals, and everyone in between. I can also work with small business owners to coordinate their business succession plan with their personal estate planning, preparing family members and business partners for eventual retirement and transfer of ownership within a businesses. Please contact our office for consultations regarding Trust and Estate Planning, Probate, small business planning, or special needs planning for family members that require additional benefits planning.
I am the principle agent and owner of the TriStar Insurance Services Agency. I hold many insurance licenses and am very experienced in Personal, Small Business and Farm Insurance products. In addition, I am also a licensed Insurance Broker.
In addition to helping the community by providing employment opportunities, I also volunteer as member and Past President of the Dunn Kiwanis, Mary Stewart Lions Club, Newton Grove American Legion and board member for First Choice Community Health Centers. I am also an active member of Crossroads Church in Benson, NC. TriStar Insurance Services is also a proud corporate sponsor for The Miracle League. It is a baseball league for children with physical, cognitive and/or emotional disabilities.
I am married to my wife Kristy who is also the Senior Agent for the agency. We have 3 children. I am a distinguished veteran of the U.S. Air Force and Gulf War.
As a small business owner and family man, I understand the insurance challenges for families and small business today.
Rodney’s motto is Luke 6:31 “do unto others as you would have them to unto you”. If we all follow this rule, the world will be a better place.”