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 11 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

John's professional career has been focused on providing trusted advice and encouraging financial success. As a financial representative with Southeast Financial Services, Inc., John is responsible for analyzing client objectives,...

Kalie Hicks recently joined our firm as a new Client Service Associate. She will handle day-to-day tasks and interactions so that each client has a memorable and positive experience.

Radu Grecu is a rising Junior at High Point University, enrolled in their actuarial science program. His background in mathematics and statistics make him a perfect fit for our firm and the projects he will be entrusted with. He will...