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 MorrisWealth Planning

Jonathan MillsWealth Planning

Elizabeth Caughman Wealth Planning

Client Relations

Josh BigwoodClient Relations Team Lead

Emily HoustonClient Relations

Jeannie BullardClient Relations

Kristian Buckner Client Relations

marketing

Neil Ervin Marketing

Olivia Mitchell Marketing

operations

Zach Hill Operations Team Lead & Portfolio Management

Colin BohnePortfolio Management

Jordan Reed Operations

Matthew Sewell Operations

Caroline Wilburn Operations

Autumn Brewer Operations

Zoë Goodacre Operations

administrative

Ashley VandergriffAdministrative

Robin FugateAdminstrative

Rachel FugateAdministrative

consultation-circle-small

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