Meet the Team

Collaborative Experience for Every Step of Your Journey

Our seasoned team offers a diverse skill set and a broader range of knowledge and experience than any single advisor can provide. We work as a team, and you’ll have every single one of us supporting you along your financial journey.

^{Our President}
Lori Spivey, CPA, MBA, CFP®

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 Four accounting firm, 7 years as partner and also has 3 years of CFO experience.

Lori holds Series 7, 24 & 63 securities registrations with Cetera Advisors LLC and is a Registered Principal / Investment Advisor Representative with Cetera Investment Advisers LLC. She has an MBA (with distinction) from Wake Forest University.

Past Chair and Board member of Center for Entrepreneurial Development and Strategic Parter.
Past Chair and Board member Junior Achievement of Eastern North Carolina.
Diamond Partner for First Flight Venture Center.
Passionate about helping growing companies.

Contact Lori

^{Our Team}

Andrew McIlvain

Senior Retirement Plan Advisor

919-678-8428

919-678-0007

amcilvain@financialdirections.com

Andrew serves as a primary point of contact for our 401k plans. He has over 8 years of experience in the design, investment, and administration of qualified retirement plans. Andrew is a Registered Representative with Cetera Advisors LLC...

Ian Gregory

Non-Registered Sales Assistant

9196780007

igregory@financialdirections.com

Nearly a decade of financial services experience with Fidelity Investments and the Principal Financial Group. Over 5 years of experience as Client Service Manger for Non-Qualified benefits. Holds Series 6 securities...

Zach Lawson, CFP®, RICP®

Financial Advisor

919-678-8429

919-675-1981

zlawson@financialdirections.com

Zach has over 8 years of experience in financial services and group retirement benefits. He holds Series 7, Series 6, Series 63, and Series 65 securities registrations with Cetera Advisors LLC. He is a Registered Representative and...