We are a husband-and-wife advisory team that joined Truist Investment Services, Inc. as Senior Vice Presidents. specialized in income and retirement planning with a focus on investment selection that generates long-term growth. We offer liability coaching and solutions to achieve low-interest expenses so that no goal goes unresolved. With 39 years of combined investment and capital markets experience, we serve individuals, families, institutions, and corporate clients.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Investment management
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Investment planning
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Natasha Korop-Gay
Financial Advisor
Jason Gay
Financial Advisor
We incorporate full financial planning for our clients and their multi-generational families so that any financial question is met with a tailored solution aimed at solving for their specific needs. Since no plan or family is the same, we annually update each plan with periodic reviews and complimentary consultations.