Team

John has served as President of Southeast Financial Services, Inc. since its inception in 1990. A financial services professional since 1988, he is currently an Investment Advisor Representative with Ameritas Investment Corp (AIC)....

Angela has served as Officer of Southeast Financial Services, Inc. since its inception in 1990. She received her Chartered Life Underwriter Designation in 1988 and her Chartered Healthcare Consultant Designation in 2015, both from The...

Daniel is the Director of Financial Planning Services for Southeast Financial Services, Inc. With over 13 years experience in the industry, he works with clients to develop their comprehensive financial plans as well as reviewing...

As the Operations Specialist at Southeast Financial Services, Inc., Allye Holcomb is involved in all aspects of our firm focusing on and managing workflows. Her main objective is optimizing day-to-day activities

As Client Services Associate, Kalie handles day-to-day tasks and interactions so that each client has a memorable and positive experience.

Kenny focuses on assisting individuals and small businesses with advice on investment strategies, insurance planning*, and income strategies for retirees. Kenny has been providing financial planning* services since 2005. He holds...

Radu joined Southeast Financial Services, Inc. in the summer of 2019 while attending High Point University where he is majoring in Actuarial Science.  He clearly has a passion for the financial services industry as