Our Team

Scott has been advising clients since 1998. Scott manages the Baird office in Winston Salem, but his primary focus is on helping clients in the capital allocation process and investment manager research. Scott earned his BS in...

Jeff began his career in Financial Planning in 2000. He received his CERTIFIED FINANCIAL PLANNERTM certification in 2005 and his CERTIFIED PRIVATE WEALTH ADVISOR® designation in 2013. His primary focus is helping clients identify...

Karver joined The Wray Trollinger Bolton Edwards & Shore Group in 2014. He focuses on understanding clients' needs and goals and then developing financial plans in accordance with these priorities. Prior to Baird, Karver was a mental...

Stephen joined the The Wray Trollinger Bolton Edwards & Shore Group in January 2018. After growing up in Asheville, NC, Stephen graduated with a degree in Economics and Entrepreneurship from Wake Forest University...

Richard joined The Wray Trollinger Bolton Edwards & Shore Group in January 2020. He is dedicated to understanding and caring for the details of clients’ personal financial decisions, while remaining resolutely focused on the big...

Jennifer began working in the financial industry with Baird in 2003 in the Grand Rapids, Michigan office. In September, 2010, Jennifer and her family moved to the Carolinas at which time she joined the team of The Wray Trollinger...

Kelly joined The Wray Trollinger Bolton Edwards & Shore Group in October 2018. She attended The University of North Carolina at Chapel Hill and graduated with a Bachelor of Arts in History. Kelly is a former high school teacher at...

Before joining The Wray Trollinger Bolton Edwards & Shore Group in October of 2023, Tatiana attended High Point University, where she earned both her MA and BA in Strategic Communications.