Team At Innovative Financial Solutions, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Christopher A. Regeis, CFP®, CLU®, ChFC® Founding Partner, LPL Branch Manager/Principal 336-398-1181 336-398-1188 firstname.lastname@example.org Chris is one of the founding partners of Innovative Financial Solutions, LLC and spends the majority of his work day helping develop financial plans focused on retirement and estate planning. He has been in the industry since 1988 and... Read more Adam B. Perryman Founding Partner/LPL Financial Advisor 336-398-1184 336-398-1188 email@example.com Adam is one of the founding partners at Innovative Financial Solutions, LLC and has nearly 20 years of experience in the financial services industry. He uses his experience to help clients plan their financial futures using long-term... Read more W. Birke McNeill Founding Partner/LPL Financial Advisor 336-398-1186 336-398-1188 firstname.lastname@example.org Birke is one of the founding partners of Innovative Financial Solutions, LLC, where he works with clients to establish a financial plan and specializes in long-term investment strategies, retirement income planning, estate planning... Read more Anne Marie Wishon LPL Financial Advisor 336-398-1187 email@example.com Anne Marie is the newest team member at Innovative Financial Solutions, LLC and spends majority of her time developing financial plans focused on college planning and retirement. Anne Marie graduated from North Carolina State... Read more Douglas Wayne Ford, CLU®, ChFC®, CLTC® LPL Financial Advisor 336-398-1190 336-398-1188 firstname.lastname@example.org At Innovative Financial Solutions, LLC, Wayne uses his nearly 40 years of experience in the financial industry when working with business owners and professionals. He specializes in risk management, including life, disability, and... Read more Mike Stiefel LPL Financial Advisor 336-398-1048 email@example.com Mike is a LPL Financial Advisor at Innovative Financial Solutions, LLC who helps build and manage custom investment portfolios with a focus on broad diversification, comprehensive risk management, and low investor fees and expenses. He... Read more Michael Woyahn LPL Financial Advisor 336-398-1189 336-398-1188 firstname.lastname@example.org Michael serves clients at Innovative Financial Solutions, LLC by helping them develop portfolios aligned with their short and long-term goals. He has over 30 years of experience and has previously worked at WS Griffith, which was later... Read more Herbert Allen Andrew LPL Financial Advisor 336-398-1192 336-398-1188 email@example.com Allen has been a LPL Financial Advisor with Innovative Financial Solutions, LLC for five years and enjoys helping his clients develop strategic financial plans for long-term stability and financial independence. Before joining LPL,... Read more Claude Armstrong, MBA LPL Financial Advisor 336-398-1047 336-398-1188 Claude.firstname.lastname@example.org Claude has more than twenty years experience, including eight years at LPL Financial through Innovative Financial Solutions, LLC locally, and previous experience at A. G. Edwards & Sons (now part of Wells Fargo) and Raymond James... Read more Have a Question? Name Email Address Question Thank you! Oops!