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Private Wealth Team

Inspire and You

Your Best Interest First

Inspire Financial Planning, LLC. is an independent fiduciary. This means we are held to a fiduciary standard to place your interests above our own. We are required to act with utmost good faith, provide full and fair disclosure of all material facts, to not mislead clients, and to expose all conflicts of interest to clients.

Expert Guidance

Working collaboratively with Vanguard, American Funds, Russell Investments, and AlphaStar Capital Management, Inspire's team of Private Wealth Advisors, Chartered Financial Analysts, and Certified Financial Planners can provide you with competent advice from experienced professionals. 

       Inspire Selected as one of the best in Wilmington in 2022

Through a selection process based on availability, qualifications, reputation, experience and professionalism, expertise.com has selected us as one of the best Financial Advisors in Wilmington in 2022.   

 

Jeff Headrick

Jeff Headrick

Founder / Private Wealth Advisor

Tony Parish

Tony Parish, CFA®

Chief Investment Officer

Jaren Kiser, CFP®

Jaren Kiser, CFP®

Lead Private Wealth Strategist

Jonathan Blevins CFP®, ChFC®

Jonathan Blevins CFP®, ChFC®

Private Wealth Strategist

Aaron Kingrey

Aaron Kingrey

Head Trader

Armin Sarabi

Armin Sarabi

Chief Compliance Officer

Adi Mahajan, CPA-At-Large

Adi Mahajan, CPA-At-Large

Certified Public Accountant

Brad Franc, Business Attorney-At-Large

Brad Franc, Business Attorney-At-Large

Business Law Attorney-at-large

Tricia Horengic, MBA

Tricia Horengic, MBA

Executive Assistant

"Investing is not nearly as difficult as it looks. Successful investing involves doing a few things right and avoiding serious mistakes."

- John C. Bogle  

Founder of the Vanguard Group

Are you ready for a Complimentary Call?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of our success.

Learn more about how Inspire can help you