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 Associate 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 Manager

Colin BohneOperations

Jordan Reed Operations

Jonah Noe Operations

Matthew Sewell Operations

administrative

Ashley VandergriffAdministrative

Robin FugateAdminstrative

Rachel FugateAdministrative

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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