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Our People

Established in 1986 to provide a better way to manage individual and business assets, our history has led us to where we are today.

Harold D. Cooley II, RFC

(Registered Financial Consultant, Registered Principal, FSC SECURITIES CORPORATION)

919-856-1615

hdc@investmentandplanning.com

Harold is a North Carolina native, born in Greensboro and a graduate of the Mercersburg Academy and UNC Chapel Hill. He started his career with Smith Barney in Washington D.C. in 1982 as a registered representative in the Pennsylvania...

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Kim Cooley

Administration and Operations

(919) 856-1615

919-856-1601

kmc@investmentandplanning.com

Kim has over seven years of wealth management experience with expertise in marketing, client service and operations. Originally from Rocky Mount, NC she graduated from East Carolina University and was employed with Delta Air Lines as a...

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Kelley Dillon

Client Services

(919) 856-1615

919-856-1601

kmd@investmentandplanning.com

Kelley has over 17 years of experience in the banking and computer industry. Her main focus was offering the highest level of customer service possible. She believes that is what sets you apart from your competitors! She was raised in...

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