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Our Team-Centered Approach Benefits You

At our firm, we have the client—and only the client—in mind.

Here at the Financial Directions Group, we believe in taking a team-centered approach to every client’s case. With many financial firms, you’ll work with a single advisor for all of your financial needs. Their individual experience and knowledge are the only guides you have on your path to retirement.

Our seasoned team offers a diverse skill set and a broader range of knowledge and experience than any single advisor can provide, and we believe this improves your chances of successfully reaching your financial goals. We’re better when we work as a team, and you’ll have every single one of us supporting you along your financial journey.

Learn more about our team members below.

Lori Spivey, CPA, MBA, CFP®

President / Registered Principal / Investment Adviser Representative

919-678-0007

919-675-1981

lspivey@financialdirections.com

With over 35 years helping grow life sciences / health organizations, technology organizations, and non-profit organizations, Lori is one of the top advisors in the financial industry, and our founder. She has spent 17 years with a Big...

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George Phipps, MBA, CFP®

Wealth Advisor / Registered Representative / Investment Advisor Representative

919-678-8423

919-675-1981

gphipps@financialdirections.com

George has over seven years of business experience in financial services. He is a CERTIFIED FINANCIAL PLANNER™ and has a Master of Business Administration from Southern New Hampshire University, with a concentration in Finance....

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Shannon Bradsher

Senior Benefits Consultant / Registered Representative

919-678-8429

919-675-1981

sbradsher@financialdirections.com

Shannon has been specializing in the design, investment, and administration of retirement plans for over 25 years. She spent 6 years as Principal and Director of Employee Benefit Trusts for an independent trust company. She has 8 years...

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Liam Johnson, PPCTM

Benefits Consultant / Registered Representative / Investment Advisor Representative

919-534-0581

919-675-1981

ljohnson@financialdirections.com

Liam was awarded the Professional Plan Consultant designation, signifying his commitment to excellence. Liam has over eight years of financial service and investment experience. He specializes in the design, administration, and...

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Rosemary Verna

Client Services Manager / Registered Sales Assistant

919-678-0007

919-675-1981

rverna@financialdirections.com

Rosemary oversees all aspects of client investment documentation, and has over 30 years’ experience in tax and accounting. Rosemary is responsible for supporting your team in assisting our clients. She has 17 years of experience...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Whether you are first implementing an employer retirement plan or changing recordkeepers to obtain more service, our technical team can help enhance your fiduciary and employee experience.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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