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Who We Are!

Meet John Ingraham

Financial Advisor

910-754-6921

910-754-6927

[email protected]

John has dedicated more than 40 years to building wealth through profit in his own business, for other business owners, and for private individuals. He has dedicated his time to educating others how to manage their assets, and has turned his successful skills into an easy-to-follow format for individuals. He is highly motivated to provide excellence in client services with a goal of complete client satisfaction.

Applying these same attributes to the insurance and financial services business has led to his receipt of numerous industry awards, most recently the LIMRA International Award “in recognition of achievement in productivity and professionalism, thereby helping to assure the future financial security of clients and their families.” John currently is a member of:

  • National Association of Insurance and Financial Advisors
  • Top of the Table
  • Million Dollar Roundtable
  • Board Member of Brunswick Senior Resource, Inc.
  • Parish Council

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Financial Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Financial Advisor by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

Evan Cutler, COO

Retirement Strategies

704-909-9977

[email protected]

After many years of working with John from the Carrier side, Evan Cutler took action and left Corporate America to join our team as COO.  Evan has over 25 years of success helping people with retirement planning strategies. He is thankful to have helped his own parents navigate this complex topic and is eager to help you too.  Evan is a huge advocate of taking ACTION both financially and physically, to help secure the most fulfilling retirement possible.  To prove this, he has committed to 1,000,000 push-ups while running the worldwide Charity PushUps4Parkinsons.org.  Evan's other passion is relaxing at the Carolina beaches and mountains with his wife Rachel and their three miracles; Marlowe (8), Jonah (16) and Dahlia (17).  Please contact Evan anytime:  (704) 909-9977  [email protected]

Bobbi Lott

Office Manager & Client On-Boarding

910-754-6921

910-754-6927

[email protected]

Bobbi has known John for over ten years and has many years of experience in the office environment. Prior to working for John, she worked as a property & casualty insurance agent for eleven years. She has great customer service skills and is always available to help whenever needed.

Jennifer Hedrick

Client Services Manager

910-754-6921

910-754-6927

[email protected]

Jennifer is tasked with client service and she handles it with a giant smile!  She ensures our clients take their required minimum distribution (RMD) each year, and provides any needed account service and information.  Prior to joining the team, Jennifer was an Assistant Vice-President in Commercial Real Estate Servicing at Wells Fargo for over 18 years.  Outside of work, Jennifer enjoys flower gardening, reading, and spending time with her family and 4 spoiled dogs.  We love Jennifer and you will too!

Joanne DiRoma

Administrative Assistant

910-754-6921

910-754-6927

[email protected]

Joanne comes to us from Pennsylvania with many years of experience in the administrative support arena. Joanne offers support to our team by handling many of the details involved with servicing our clients from annual review reminders to support for our advisors. She is a big asset to our office and offers support to every team member. Joanne also volunteers at the Brunswick County Senior Resource Centers coordinating volunteers.

Megan Haines

Client Experience

910-754-6921

910-754-6927

[email protected]

Megan is the newest member of the team, having moved from New York where she worked for attorneys specializing in Elder Law and Estate Planning.  Her background in office administration and customer relations is a great fit for our clients and advisers. Megan's spirit demonstrates her great appreciation for the senior community and their interests.  In addition to her passion for helping people, she is also an animal advocate, most especially for her lovable rescue dog, Max.   

LEARN MORE ABOUT JOHN AND THE TEAM

John's Mission

John has dedicated 40+ years to building wealth through profit in his own business, for other business owners, and for private individuals. He has dedicated his time to educating others how to manage their assets, and has turned his successful skills into an easy-to-follow format for individuals. He is highly motivated to provide excellence in client services with a goal of complete client satisfaction.

As an agent for First Financial Education Centers, John’s main desire is to assist each potential client in attaining their financial goals. This is achieved by first fully understanding those goals. John reviews each portfolio, helps clients uncover financial weaknesses, and, if found, suggests the most professional, ethical, and financially sound methods to address those weaknesses.

WORK WITH AN AWARD WINNING TEAM Contact the professional and knowledgeable staff of John Ingraham.

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