Bryan Gaiser

Wealth Advisor
I have been assisting pre-retirees and retirees in North Carolina since early 2001. I earned a bachelors degree from East Carolina University in 1989. Since then, I have attained professional distinction as a “Million Dollar Round Table” (MDRT) member. As an Investment Advisory Representative, (IAR), I am Series 65 licensed to conduct securities analysis and qualified to make investment recommendations. I am also an independent insurance agent and real estate broker.

Sarah Troxler

Operations Director
A lifetime Greensboro native, Sarah graduated from UNCG with a B.A. in English Literature. After many years of working with special needs children she transitioned into the financial services industry, initially assisting a business coach for wealth advisors. That position gave her insight into the practicalities and challenges within a wealth advising firm, and also a business philosophy for a thriving practice. Since then she has spent over 11 years in the industry and discovered that her greatest satisfaction is knowing that a client feels added confidence that they are being taken care of.

Stephanie Newton

Client Care Coordinator

Stephanie Newton joins our team with many years’ experience in the financial industry. A.G. Edwards, Wells Fargo, and Principal Financial are a few of the national firms that she has been affiliated with. She also has served as an Activity Director for a retirement community after/before spending several years in the medical field. Her education background in Business Finance and passion for problem solving led her back to the financial sector. Her commitment to finding a resolution that best fits the clients needs has gained the trust and confidence of clients over the years. Stephanie is a native North Carolinian, married for 29 years, and mother of 3 children.

Thomas Manuel

Marketing/IT Associate
Thomas is a graduate of the University of North Carolina at Greensboro. He majored in Finance while minoring in Economics and Information Technology. He joined the team in August 2020 and has been taking key roles in assisting the Marketing and IT departments since then. Thomas, a native of Cornelius, NC, enjoys spending time with his family at the lake on the weekends.

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