Kennedy & Associates

The Oechsli Institute, based in Greensboro, NC, has been dedicated to helping financial advisors grow since 1978 by providing a unique blend of training and marketing solutions. Their services include coaching, online courses, webinars, and a variety of marketing resources such as social media content, newsletters, and advertising strategies. With a focus on proprietary research, The Oechsli Institute works with a diverse range of clients to enhance their branding and content strategies. Their commitment to education and innovation positions them as a valuable partner for financial professionals seeking to expand their reach and effectiveness in the industry. Generated from the website

As an independent financial planning practice, we offer more than a century of combined investment experience. Our approach is personalized, detailed and relevant. With continual reviews of your financial management program, Gate City Advisors will work with you to keep your investment strategies on track.

Paul M. Stutts, CPA, PA is one of the leading accounting firms in Greensboro, NC. Our expertise and experience, combined with our staff’s team mentality, allow us to provide each client with the close analysis and attention they deserve.