About Us

2017 OnTrack WNC Board of Directors

Brad Blackburn

Officers

Brad Blackburn

Board President
Private Advisors Regional Director, BB&T Wealth

 

 

   
Vicki Banks

Vicki Banks

Board Vice President
VP of Human Resources, The Biltmore Company


 
Dawn Klug

Dawn Klug, MS/LPC/CEAP/LEAP

Board Immediate Past President
Director of Operations, Employee Assistance Network

 

 
Harli Palme

Harli Palme, CFA, CFP®

Board Treasurer
Partner/Financial Advisor, Parsec Financial 

 
Dave Werle

Dave Werle, CFP ®

Board Secretary
Certified Financial Planner, Starks Financial Group, Inc.

   
Jacqui Friedrich

Jacqui Friedrich, CFP ®

Board Executive Committee, Member-at-Large
Director of Financial Planning, Altavista Wealth Management

 
 

Board Members

Dan Anderson
Commercial Relationship Manager, TD Bank

Morgan Bryant
Attorney, Roberts & Stevens

Amanda Cobb
Business Relationship Mgr-Western NC, Wells Fargo Bank, N.A.

Manori Dockery
Assistant Vice President, Branch Manager, SunTrust Bank

Jill Dotson
Loan Officer, HomeTrust Bank 

Jennifer Duvall
VP, Sr. Mortgage Loan Originator, Asheville Savings Bank

Deidra Frady
Customer Service Representative, Entegra Bank

James Lee III, MBA
Director of Operations, The Salvation Army Boys & Girls Club      

Jennifer King
VP, Senior Business Development Officer, PNC Bank       

Dawn Lierman
Branch Manager, Self-Help Credit Union

Bill Russell
Agent Owner, State Farm Insurance and Financial Services

Kelly Stokes, CPA
Senior Tax Associate, Dixon Hughes Goodman, PLLC

George White
Benefits Manager, Mission Health

 

 

United Way NFCC Council on Accreditation