For over 18 years, Jeff has been helping clients make confident financial decisions that align with their goals and values. He brings a thoughtful, experienced approach to investment planning—focusing on managing risk and offering guidance with care and clarity.

Before becoming a financial advisor, Jeff spent more than eight years in small business and nonprofit consulting, including time as Executive Director of a Greensboro-based nonprofit that provided home repairs for low-income families. He holds a degree in Political Science from UNC Greensboro and a Master of Public Administration from the University of Delaware.

Jeff has called Greensboro home for over thirty years. He’s an active member of Grace United Methodist Church and enjoys running, racing in triathlons, working out with F3, and giving back through local volunteer work. He and his wife Mary stay busy with their four children—James, William, Michael, and Katherine.

Zach is passionate about building meaningful relationships and helping clients navigate life’s financial decisions with confidence. He brings a thoughtful approach to every conversation—always focused on understanding each person’s unique situation and working with them to identify the right path forward.

Before joining Kerrigan Investment Group of Wells Fargo Advisors, Zach spent over 15 years as a consultant and strategist, working closely with leaders from various business and nonprofit sectors through strategic planning, marketing, technology, and finance initiatives. He holds a Bachelor’s degree in Public Relations from Appalachian State University and a Master’s in Public Administration from Baruch College in New York City.

Outside of the office, Zach enjoys spending time with his wife and their two children, staying active in the community, and making the most of every opportunity to travel and attend live events. Whether exploring new destinations, catching a concert or game, or visiting with friends and family, Zach values creating lasting memories with the people he loves.

Mary is passionate about building genuine connections with clients and helping them navigate their everyday financial needs with care and precision. She brings a warm, thoughtful approach to every interaction—always aiming to make things easier and more personal.

Before joining our team, Mary spent six years in ministry, where she developed a deep commitment to service and community. She holds a bachelor’s degree in Global Studies and a Master of Divinity from Gardner-Webb University.

Outside the office, you’ll likely find Mary cheering on her favorite sports teams with her husband, hosting get-togethers for family and friends, or getting creative in the kitchen with a new recipe or baking project.