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

Greg Adkins

Service

John Vandergriff

Wealth Planning Team Lead, Owner

Autumn Brewer

Service

Chris Morris, MBA

Wealth Planning

Mary Esther Maxwell

Service

Client Relations

Josh Bigwood

Client Relations Team Lead

Dianna Parker

Admin

Kristian Buckner

Admin

Emily Lorino

Onboarding

Bethany Yingst

Admin

marketing

Brad Fugate, MBA

Marketing Team Lead, Owner

Neil Ervin

Marketing

Olivia Mitchell

Marketing

portfolio management

Zach Hill, MBA

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