MEET THE TEAM

 

Our team at Blue Ridge Wealth Planners is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

wealth planning

Bob Fugate, CFP®

Wealth Planning, Founder

Jonathan Mills

Wealth Planning

John Vandergriff

Wealth Planning Team Lead, Owner

Elizabeth Caughman

Wealth Planning

Chris Morris

Wealth Planning

Client Relations

Josh Bigwood

Client Relations Team Lead

Emily Houston

Client Relations

Jeannie Bullard

Client Relations

Kristian Buckner

Client Relations

marketing

Brad Fugate

Marketing Team Lead, Owner

Neil Ervin

Marketing

Olivia Mitchell

Marketing

operations

Matthew Sewell

Operations Team Lead

Autumn Brewer

Operations

Jordan Reed

Operations

Zoë Goodacre

Operations

Caroline Wilburn

Operations

portfolio management

Zach Hill

Portfolio Management Team Lead

Evan Olds

Portfolio Management

administrative

Ashley Vandergriff

Administrative

Robin Fugate

Administrative

Rachel Fugate

Administrative
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Ready to take
The Next Step?

 

For information about any of the products and services we provide, schedule a visit with one of our planners today or register to attend a event.

 

Or give us a call at (865) 392-4260