919-678-0007 Contact us Home The FDG Difference For Individuals For Employers Resources Client Access Meet the Team Our Team-Centered Approach Benefits You Here at the Financial Directions Group, we believe in taking a team-centered approach to every client’s case. With many financial firms, you’ll work with a single advisor for all of your financial needs. Their individual experience and knowledge are the only guides you have on your path to retirement. Our seasoned team offers a diverse skill set and a broader range of knowledge and experience than any single advisor can provide, and we believe this improves your chances of successfully reaching your financial goals. We’re better when we work as a team, and you’ll have every single one of us supporting you along your financial journey. Learn more about our team members below. Lori Spivey, CPA, MBA, CFP® President / Registered Principal / Investment Adviser Representative 919-678-0007 919-675-1981 lspivey@financialdirections.com With over 35 years helping grow life sciences / health organizations, technology organizations, and non-profit organizations, Lori is one of the top advisors in the financial industry, and our founder. She has spent 17 years with a Big... Read more George Phipps, MBA, CFP® Wealth Advisor / Registered Representative / Investment Advisor Representative 919-678-8423 919-675-1981 gphipps@financialdirections.com George has over seven years of business experience in financial services. He is a CERTIFIED FINANCIAL PLANNER™ and has a Master of Business Administration from Southern New Hampshire University, with a concentration in Finance.... Read more Shannon Bradsher Senior Benefits Consultant / Registered Representative 919-678-8429 919-675-1981 sbradsher@financialdirections.com Shannon has been specializing in the design, investment, and administration of retirement plans for over 25 years. She spent 6 years as Principal and Director of Employee Benefit Trusts for an independent trust company. She has 8 years... Read more Liam Johnson, PPCTM Benefits Consultant / Registered Representative / Investment Advisor Representative 919-534-0581 919-675-1981 ljohnson@financialdirections.com Liam was awarded the Professional Plan Consultant designation, signifying his commitment to excellence. Liam has over eight years of financial service and investment experience. He specializes in the design, administration, and... Read more Rosemary Verna Client Services Manager / Registered Sales Assistant 919-678-0007 919-675-1981 rverna@financialdirections.com Rosemary oversees all aspects of client investment documentation, and has over 30 years’ experience in tax and accounting. Rosemary is responsible for supporting your team in assisting our clients. She has 17 years of experience... Read more Client Centered Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Whether you are first implementing an employer retirement plan or changing recordkeepers to obtain more service, our technical team can help enhance your fiduciary and employee experience. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. 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