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.

owners

Bob Fugate, CFP®

Wealth Planning, Founder

John Vandergriff

Wealth Planning Team Lead, Owner

Brad Fugate

Marketing Team Lead, Owner

wealth planning

Chris Morris

Wealth Planning

Jonathan Mills

Wealth Planning

Elizabeth Caughman

Wealth Planning

Client Relations

Josh Bigwood

Client Relations Team Lead

Emily Houston

Client Relations

Jeannie Bullard

Client Relations

Kristian Buckner

Client Relations

marketing

Neil Ervin

Marketing

Olivia Mitchell

Marketing

operations

Zach Hill

Operations Team Lead & Portfolio Management

Colin Bohne

Portfolio Management

Jordan Reed

Operations

Matthew Sewell

Operations

Caroline Wilburn

Operations

Autumn Brewer

Operations

Zoë Goodacre

Operations

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 meeting with one of our planners today or register to attend a seminar.

 

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