About Us

Who You Will Be Working With

We strive to build deep connections with our clients and our community. We want to hear your stories, learn about your family, listen to your ideas, understand your values. Only then will we feel ready to craft an investment strategy for you.

Bray Creech

Bray Creech, MBA, CPA, CFP®

CERTIFIED FINANCIAL PLANNER™

Chad Storck

Chad Storck, MAcc, CPA

CERTIFIED PUBLIC ACCOUNTANT

Jessie Goodwin

Jessie Goodwin, CFP®

FINANCIAL ADVISOR

Khrista Wood

Khrista Wood, CLTC®

CLIENT RELATIONSHIP MANAGER

Joel Adams

Joel B. Adams Jr.

RETIRED FOUNDER

When we engage with our community and natural surroundings we are more in touch with our better selves. Below are some of the organizations that we support with our time and resources,
either personally or through our firm

The American Chestnut Foundation

Asheville Art Museum

Asheville Choral Society

Asheville City Schools Foundation

Asheville Community Theatre

Asheville on Bikes

Astronomy Club of Asheville

BeLoved Asheville

Black Mountain College Museum

Blue Ridge Public Radio

Bounty & Soul

Brother Wolf Animal Rescue

Camp Spring Creek

The Carter Center

The Center for Craft

Children’s Welfare League

Different Strokes Performing Arts Collective

EcoForesters

Friends of Animals

Hemlock Restoration Initiative

Immediate Theatre Project

MANNA Food Bank
Meals on Wheels of Asheville and Buncombe County

MountainTrue
The Nature Conservancy North Carolina Chapter

North Asheville Tailgate Market

Our Voice

Penland School of Craft

Primarily Primates

Southern Appalachian Highlands Conservancy

Southern Environmental Law Center

Thrive Asheville

Wortham Center for the Performing Arts

Let's Get Started

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if we’re a good match for each other.

Schedule a Meeting