CALIFORNIA CONSUMER - Key Persons
Elizabeth - or Beth, as she prefers to be called- has been in the financial services industry for 30+ years, and is currently the administrative representative for the firm. Beth attended Meredith College, and has received her Certified Mortgage Banker (CMB) and Associated Divorce Financial Analyst (ADFA) designations.
Beth got her start in the industry working at a bank, and the ability to help clients and financial advisors alike have driven her to make finances a lifelong career. She greatly enjoys hearing people's stories as she gets to know them and loves constantly learning and growing as the financial services industry shifts and changes.
Originally from Henderson, NC, Beth now lives in Raleigh. She loves crafts of all kinds and has tried her hand at a number of different activities, including wood turning, glass blowing, needlework, and knitting. her most recent endeavor has been painting, and she takes painting classes regularly.
Beth's love for helping others extends beyond the workplace. She's volunteered at camps for special needs children, served on the board of Rise Against Hunger, and worked with the V Foundation, which conducts medical research. Beth helps to support our management staff and advisors on a daily basis so that we can continue to help our clients succeed.
Job Titles:
- Member of the Alpha Omega Leadership Team
Danny is a 1980 graduate of the U.S. Naval Academy where he served in the nuclear submarine community. He retired from the Naval Reserve Program as a Commander in 1997. He entered the Financial Services industry in 1985 and holds his FINRA Series, 7,6, 63,24 license. He was the past president of the local Estate Planning Council as well the Society of Financial Services Professionals. He has been married for 41 years to Kay and has two children. Danny's hobbies include golfing and fishing.
Dara has built relationships over the past 33 years based on trust, integrity, continual communication, prompt personal service and competent financial advice. Her mission is to attract and develop client relationships where she is a holistic financial resource for strategic goal planning and monitoring.
Dara received a BAS in Business Management from Mount Olive College and is a USAF veteran.
Job Titles:
- Insurance Partner
- Partner
- Wealth Partner
John N. Howard, CLU, entered financial services in 1987. He's dedicated to his clientele, offering advice and counsel while providing the customized opportunities they have come to expect. John is the recipient of numerous professional awards, including Million Dollar Round Table, National Sales Achievement, and Agent of the Year. The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year, they must also adhere to strict ethical standards. To qualify for the Million Dollar Round Table, members must meet a certain level of premium, commission or income during the year. They must love helping others with their financial needs and ensuring that they are prepared in the event of a catastrophe. There is a commission fee to be a member and members must apply. The National Sales Achievement and Agent of the Year awards are internal awards which are independently granted and no fee is paid to receive the awards.
John Lives in his hometown of Greenville, South Carolina with his wife Becky. He's an avid outdoorsman, carpenter and history buff. In ministry to his community, he has led over 30 mission trips and service projects through his church. John looks forward to continuing a life well lived in service to others.
Robin has been a small business owner for over 27 years. She works closely with her clients as a holistic designer, ensuring that their investments are aligned with their beliefs and what is important to them. Robin is excited to work with a team that supports each other and appreciates the strengths that each member brings to the table.
Job Titles:
- Member of the Alpha Omega Leadership Team
- Founding Wealth Partner / President
Russell has been in the financial industry for nearly four decades is currently the managing partner at TCFN. Russell started in the financial services industry in 1983. Learning to sell life insurance out of a rate book, he built his business to a Life and Qualifying member of the MDRT and was a Court of the Table producer. Looking for a new challenge, he joined Woodbury Financial Services as a Regional Vice President in 2001. He recruited high-quality advisors and financial professionals to the broker dealer and assisted them in growing their practices with financial planning, advisory services, and life insurance solutions.
Russell graduated from the University of North Carolina at Chapel Hill in 1983. He and his wife of 37 years, EdnaRuth, have two married children; a son, Chesson, and a daughter, Carson. They have three grandchildren. Russell enjoys travelling, a little golf, and time with his family and friends.
In addition to his exceptional support with financial services, Russell is also an educator at heart; he loves helping to teach and inspire clients to become more confident in their financial decisions.
Job Titles:
- Wealth Partner
- Member of Our Support Team
Sebastian is a trusted member of our support team and a principal advisor. He's been in the industry for 15 years, with time spent working for financial giants like Ameriprise and Wells Fargo. Sebastian attended Florida State University, where he majored in Economics, and he received his Accredited Investment Fiduciary (AIF) certification in 2019 and his Certified Plan Fiduciary Advisor (CPFA) designation in 2021.
Sebastian is driven in his work by a desire to make a positive difference in people's lives, as well as trying to make the process of financial planning fun, exciting, and enjoyable for those he works with. He loves building relationships with clients and hearing their personal stories; he also feels that every person he's worked with has positively impacted his own life in some way.
Raise in Naples, FL, Sebastian now lives in Raleigh, NC with his wife and their three kids. He loves golfing and movie-going. He is also treasurer of the Financial Planning Association of the Triangle.
Sebastian knowledge, experience, and commitment are vital in helping us move our clients and advisor forward.
Job Titles:
- Member of the Alpha Omega Leadership Team
- Operations Manager
Sharon is the Operations Manager and a trusted partner of the firm. She's been working in the financial industry for 26 years, with an emphasis in helping clients find and purchase the right insurance coverage to protect themselves and their families. She received her life and health insurance license in 1998.
Sharon is a North Carolina native, born and raised. She continues to live here with her husband, with whom she shares a son and two grandchildren. Her grandchildren are her biggest passion, and she loves spending time with them, watching them grow, and helping them learn. She's also an avid crafter and especially enjoys designing and creating wreaths.
Her reliability and desire to not only help us support our clients, but to help our business grow, makes Sharon an indispensable part of our daily operations. She loves working with people and helping them to achieve their goals in any way she can. She aids our financial professionals by providing information, training, and help with solving problems.
Job Titles:
- Member of the Alpha Omega Leadership Team
- Agent, Managing Director, General Agent and Regional Vice President
- Branch Manager, Richmond
With over 40 years in business, Stuart has been an Agent, Managing Director, General Agent and Regional Vice President for several major companies in our business. He has led organizations to new highs in production and agency development and has a legacy of successful advisors and managers throughout the Financial Services Industry. Stuart, and his wife Marilyn, have three daughters and four grandchildren. He enjoys many outdoor activities and traveling with his family. He also served as a Combat Infantryman in Viet Nam.