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 strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We 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

chris.regeis@lpl.com

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...

Adam B. Perryman

Founding Partner/LPL Financial Advisor

336-398-1184

336-398-1188

adam.perryman@lpl.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...

W. Birke McNeill

Founding Partner/LPL Financial Advisor

336-398-1186

336-398-1188

birke.mcneill@lpl.com

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...

Anne Marie Wishon

LPL Financial Advisor

336-398-1187

annemarie.wishon@lpl.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...

Douglas Wayne Ford, CLU®, ChFC®, CLTC®

LPL Financial Advisor

336-398-1190

336-398-1188

wayne.ford@lpl.com

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...

Mike Stiefel

LPL Financial Advisor

336-398-1048

mike.stiefel@lpl.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...

Michael Woyahn

LPL Financial Advisor

336-398-1189

336-398-1188

michael.woyahn@lpl.com

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...

Herbert Allen Andrew

LPL Financial Advisor

336-398-1192

336-398-1188

allen.andrew@lpl.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,...

Claude Armstrong, MBA

LPL Financial Advisor

336-398-1047

336-398-1188

Claude.armstrong@lpl.com

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...

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