Ted plays a key role in ensuring the efficient operation of our office, assisting with technology matters, serving the day-to-day needs of our clients, and helping to oversee clients’ equity and fixed income holdings. Thorough and pragmatic, Ted strives to ensure the families we serve have an excellent experience as they work with us to address their financial objectives.
Before joining our team in 2011, Ted spent several years working for a public accounting firm. He holds a master’s degree in accounting from the University of North Carolina at Greensboro. A North Carolina native, Ted lives in Julian with his wife, Rebecca, and their children, Abbey, Charlotte, Frances and William.