Robbie grew up on a South Carolina hog farm where his dad taught him the business. Fourty years of experience in the financial industry as a General Agent for a major insurance company, he founded the company’s investment and financial planning division, one of the first in his industry.

Robbie ran the office of Supervisory Jurisdiction (OSJ) and held a Series 7,24,63 and 65 securities licenses. He earned his designations and certifications because he cares.

He became an independent RIA to serve his clients. Robbie enjoys the ability to act for his clients’ sole benefit without the conflict of being associated with other entities such as broker-dealers. He has experience collaborating with large public companies.

Now, he concentrates on working with the owners of closely held businesses. Robbie enjoys strategizing and maximizing business owners’ exit plans.

He believes working as a team with other professionals who complement his experience and expertise is the best way to assist clients. Robbie volunteered his time with several charitable organizations and currently volunteers with the Moore County Senior Enrichment Center.

Robbie moved to Moore County in 2018 and lives in West End with his fiancé, their six dogs, chickens, guineas, and peacocks. They have three grown children and three granddaughters. Robbie enjoys his life as a sheep farmer.

Ryan lived in New Mexico until 16. His father changed career paths and moved to Los Angeles, bringing Ryan and older brother Robert. Tired of college and wanting to serve his country, Ryan joined the Army in 2004 at age 20. 

After four years of service, Ryan returned to Los Angeles to begin the transition back to civilian life. After dipping his toes in a few industries, Ryan settled on advanced manufacturing. He worked in the aerospace industry as a demand planner, inventory manager, Logistics, and other roles in small companies. 

Ryan met his future wife, Gaby, in college physics class in 2012. In 2015, Ryan and Gaby were ready to say goodbye to California and moved to North Carolina. Ryan and Gaby landed in Southern Pines and lived with his older brother Robert. 

In May of 2016 they found their future farm in Robbins, NC. A 60 acre wooded plot previously used for cattle. After many hours of research and talking with farmers, Ryan and Gaby decided to start raising ostriches in December of 2016. 

The passion quickly grew, and Misty Morning Ranch is now one of the largest ostrich farms in the southeastern US. In 2018 and 2021, more family moved to North Carolina to help run the farm. Ryan, Gaby and other family members run the farm today.

David worked as an accountant for over 35 years serving as the Chief Financial Officer and Chief Operating Officer for several large businesses. Twenty of those years, he ran his own CPA practice. 

David taught cost accounting and purchase management courses at several colleges. He assisted startups, guided companies through their growth phasem and owners and companies through the exit phase. David developed and implemented a company-wide cost system that reduced costs and provided real-time access to management throughout the operating environment. 

He has consulted on both the acquisition and sales side of mergers and acquisitions. This experience gives him the direct knowledge to advise startup companies and guide them through their growth phase. 

David currently lives in Cary with his wife, Cindy and two daughters. He has three other children grown and on their own. He enjoys coaching soccer and playing golf. David is active as a member of his church. He is a member of the American Institute of CPAs and the NC Association of CPAs.