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Our Team

Patrick L. Bria

Patrick L. Bria

Co-Founder & Wealth Advisor

(919) 381-5780

(919) 323-3370

Ann J. Fields

Ann J. Fields

Registered Financial Planning Associate

(910) 693-0032

(919) 323-3370

Josh Polidori

Josh Polidori

Financial Planning Assistant

919-246-4520

(919) 323-3370

Trish Gardner

Trish Gardner

Client Service Associate

910-693-0032

919-323-3370

William B. Clement

William B. Clement

Founder (Retired) Clement Capital Group & Wealth Advisor

(910) 693-0032

(919) 323-3370