Greensboro,
NC—February 15—Stearns Financial Group (SFG) is pleased to announce several
exciting organizational changes at the company level.
John
Thomas, CFA,
CFP®,
and Haleh Moddasser, CPA, were named Managing Partners, effective
January 1, 2024. While this change is only now being formalized, the management
of the company has been a team effort for some time.
Dennis Stearns, CFP®, ChFC, who founded Stearns
Financial Group in Greensboro, NC over 30 years ago, has assumed the
Chairmanship of SFG’s Board and continues advising his clients while advancing
the SFG Intelligent Aging Initiative, co-leading SFG’s Business Owner Services
segment, and using his extensive knowledge to assist SFG's expanded ultra-high
net worth practice unit.
“Haleh
and John make an exceptional team, and I have full confidence in their
abilities to lead the company well into the future,” said Dennis Stearns.
Thomas
has been with SFG since 2005 and is a senior wealth advisor providing financial
planning and investment advisory services to his clients. In addition to his
outbound responsibilities, Thomas has also been primarily responsible for
firmwide operations and the overall client experience. Thomas is a member of
SFG’s Investment Committee, helping to direct company-wide investment
decisions.
Moddasser
has been with SFG since 2011, serving as a senior wealth advisor and managing
partner of the Chapel Hill office. Moddasser provides financial planning and
investment advisory services to her clients and leads SFG’s women’s advisory
services, as well as the marketing and development functions of the company. Moddasser is a thought leader in the women’s
advisory space, a national speaker, and author of two books relevant
specifically to Boomer women and their wealth legacy.
In
addition, SFG is pleased to announce two new partners to the firm, Lindsay
Brock, CFP®, and Dax Dixson, CFA,
effective January 1, 2024.
“We
are very pleased to welcome two next generation advisors as partners of the company,”
Moddasser said. “Lindsay and Dax are exceptional
advisors, mentors and teammates here at SFG and their long-term commitment will
help ensure our ongoing success for years to come,” said Thomas.
Current
partners Phillip Williams, CFA, Head of SFG’s Investment Committee and Tara
Maxwell, CFP®, Head of Financial Planning, have
also increased their ownership commitment to the company, effective January 1,
2024.
Hightower Advisors, LLC is an SEC registered investment adviser.
Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.