Bill earned a bachelor’s degree in economics from Indiana University and an MBA from the University of Michigan. His financial services career began in 1983. Prior to becoming a financial advisor in 1992, Bill served as director of corporate finance for a subsidiary of the Rockefeller Group in New York and as vice president of a U.S. investment banking subsidiary of Tokyo-based Nomura Securities in San Francisco. Bill has served as Chairman of Sandhills Children's Center, Pinetree Community Services, Moore County Boy Scouts, and the Professional Advisory Council of the Foundation of FirstHealth. He has also served on the Session of Brownson Church and the Boards of Moore County Literacy Council, Sandhills Theatre Arts Renaissance School, and Episcopal Day School.

Bill Eastman, CFP®
Senior Vice President/ Investments



Rick is a graduate of North Carolina State University, where he earned a bachelor’s degree in engineering. Prior to becoming a financial advisor in 1992, he served as an engineering supervisor at Packard Electric, a division of General Motors, in Warren, Ohio. Rick has served as Board President for the Sandhills/Moore Coalition for Human Care, and on the Boards of FirstHealth Hospice Foundation and Young Life of the Sandhills. In addition, he has served on the Stewardship Committee at Emmanuel Episcopal Church and the Investment Oversight Committee for the North Carolina Episcopal Church Foundation. An active supporter of organ donations, he has served the North Carolina Kidney Foundation.

Rick Palmer
Senior Vice President/ Investments


Chuck Davis
Financial Advisor

Chuck earned a Bachelor of Science degree in Business Administration degree in economics from East Carolina University, where he was a member of the Beta Gamma Sigma National Honor Society. He became a financial advisor in 1999; prior to that time, he had spent 22 years in the banking industry, most recently serving as vice president and branch manager for Scotland Savings in Pinehurst.  As a member of the Southern Pines Rotary Club, Chuck has served on the Boards of the Arts Council of Moore County and the Pinehurst Business Guild. He has served on the Session of Brownson Presbyterian Church where he is currently Treasurer and has spent numerous years coaching local youth in both soccer and baseball.




Jennifer graduated with a bachelor’s degree in anthropology and music from Washington State University. She entered the investment industry in 1995 after living in Okinawa, Japan for four years. During that time she worked as an executive assistant for a financial planning firm and as a tax coordinator for the U.S. Army Judge Advocate General. Jennifer has spent 20 years in banking, accounting, and financial services. She has volunteered for Special Olympics and performed with the Moore County Choral Society. Jennifer most recently served as president of the PTO at St. John Paul II Catholic School, and is a regular cantor at St. Anthony of Padua Catholic Church.

Jennifer Ellison
Registered Client Service Associate




Windy graduated from the University of North Carolina at Chapel Hill with a Bachelor’s degree in journalism. Windy worked as an advertising account executive on Hilton Head Island and later as editor of Pinehurst Magazine. She also worked with an investment firm for a number of years and was most recently employed by Moore County Schools. Windy has served as President of the Junior Service League of Moore County and the PTA in addition to serving on the Board of the Moore County Symphony. She has also served Cub Scouts, Young Life and Emmanuel Episcopal Church.

Windy Pratt
Registered Client Service Associate