We are a team of highly experienced and credentialed professionals with over 100 years of combined experience. We work exclusively for the benefit of our clients and have no other conflicts of interest. We prefer to work with the client’s current professionals when they exist and help find others when necessary—we always work in a team environment. Lastly, when we (as a team) determine the proper “roadmap” for our clients, but it doesn’t end there. We are involved until all implementation is completed and then we monitor for the long term. YOUR SUCCESS IS OUR GOAL!
Our Mission & Values
Mission: We exist to be the one source for entrepreneurial business owners to get their questions answered with empathy by a trusted board of advisers with experience and expertise.
Vision: To be your loyal resource firm bringing a team of experts for value building and exit planning in the region.
Robert Spivey, Jr., CWS, ChFC, CExP, CLU, CITRMS
Robbie has been a professional in the financial services industry for over 40 years. He has been a General Agent with a major insurance company and was one of the founders of the company’s investment and financial planning division, one the first in the industry. Robbie also ran the office of Supervisory Jurisdiction (OSJ) and has held a Series 7,24,63 and 65 securities license. Robbie has numerous (too many to list here) designations and certifications and he states these were earned because he cares!
He became an independent RIA in order to better serve his clients. Robbie enjoys the ability to act on his clients’ sole benefit without the conflict of being associated with other entities such as broker-dealers. He has experience working with large public companies but now concentrates on working with the owners of closely-held businesses. Robbie enjoys helping business owners maximize their exit planning strategies by implementing a workable plan for their benefit. He believes working as a team with other professionals who complement his experience and expertise is the best way to help clients achieve their goals.
He moved to Moore county in 2018 for quality of life and his wife’s health. Robbie lives in West End with his wife and their 2 Cockers. They have 3 grown children and 3 granddaughters. Robbie has been very involved with several charitable organizations and currently is a volunteer with the Moore County Senior Enrichment Center.
David R. Dracup, MBA, CPA, CGMA
David has worked as an accountant for over 35 years. Running his own CPA practice for over 20 years. He has also served as a CFO of a large company and as a COO for another company. David has helped start companies and guide companies through their growth phase. He has also assisted companies and their owners through the exit phase. He has consulted on both the acquisition side and the sales side of mergers and acquisitions. This experience gives him the hands-on experience to coach and help business owners position their companies for growth and owner transitions. He believes that the client always wins first and foremost regardless of the situation.
He currently lives in Cary with his wife, Cindy and 2 daughters and he has 3 other children grown and on their own. He enjoys coaching soccer and playing golf. He is active as a member of his church.
He is a member of the NC Association of CPAs and the American Institute of CPAs
Janet earned her master’s degree from Kansas State University. She was the member of a team of professionals with one of the major wire houses, worked with and started the financial planning systems with a major insurance company, and has worked with independent financial services firms. She prefers working in the independent “RIA” space because you are answerable to the client not a large corporate conglomerate. She is a Certified Financial Planner ® professional as well as a Certified Divorce Financial Analyst ® professional. She has held series 7, 63, and 65.
As part of an independent RIA, Janet can serve clients according to their unique needs. Therefore, working as a fiduciary for the client meaning putting the client’s needs above all else. She has set up systems and processes to ensure clients receive the highest amount of service.
Janet moved to Pinehurst, NC when her youngest of four children graduated high school. As the daughter of a career military father, she moved a lot growing up but has finally found home. She is actively involved in the community through Kiwanis, Chamber of Commerce Events, and Habitat for Humanity.
“It’s a beautiful day in Pinehurst.”
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Here are some of the questions we can help with:
How do I grow my business to the next level?
How do I retain talented employees?
I love what I do, but I want to spend more time with my family. Who can help me?