Germaine brings to the Inspired Financial mix her considerable experience as a financial planner, investment advisor and wealth manager — along with a keen sense of humor, honed by her life’s rich experience. Germaine has ridden out not just one hurricane, but two. In 1969 she lost her childhood Pass Christian home to Hurricane Camille then Hurricane Katrina destroyed their Ocean Springs home in 2005! Hurricane forces are nothing compared to Germaine’s. Having “flunked Retirement 101” (her words) she leaped at the opportunity to co-found Inspired Financial Planners with Tricia Kollath, CFP(r), CPA, in 2019. Their combined talents pair well with their shared passion for helping people navigate a complex financial world. Germaine has a master’s degree from the University of Southern Mississippi, and a bachelor’s degree from the University of Mississippi. She is a CPA with a Personal Financial Specialist™ credential (MS certificate 5504 and NC certificate 43722), as well as a Certified Financial Planner™ practitioner. Germaine founded and continues to chair the North Carolina CPA Association’s Financial Planning Networking Group to help her fellow CPAs understand the complex financial planning issues their clients face. Outside of her career, Germaine is an enthusiastic advocate for the arts. She is a life member of the Walter Anderson Museum of Art, having served various roles including its board since the early 1990s. She and her husband John (a physician) stay young by hiking the Blue Ridge Mountains that surround their North Carolina home. These days, Germaine and John divide their time between western North Carolina and the Mississippi Gulf Coast, where Germaine enjoys kayaking … when the waters are calm.

David Gregg is a Senior Financial Advisor at Merrill Lynch Wealth Management in Sarasota, Florida. He has been with the firm since 1993 and works primarily with retired or soon-to-be retired clients, focusing on helping them identify and attain their financial and aspirational goals. With over 30 years of investment experience, David offers personalized attention and customized investment recommendations that include asset management, tax-efficient strategies, educational funding, and wealth preservation. He combines his expertise with insights from Merrill’s analysts and strategists, as well as the banking resources of Bank of America, to address the many aspects of his clients’ financial lives. David holds a Bachelor of Science degree in Business Administration, with a focus on Economics and Finance, from Bowling Green State University and is a Personal Investment Advisor (PIA). David has been involved in community activities such as serving on the board of the YMCA and volunteering at Mote Marine Laboratories. He and his son are avid scuba divers who enjoy boating and travel. They also share an interest in ballet and opera, with his daughters participating in the Sarasota Ballet Conservatory and Sarasota Youth Opera.

Laurel Glass is a Financial Solutions Advisor at Merrill Lynch Wealth Management, joining the firm in summer 2022 as the Wealth Management Client Associate on the MacDonald Arrington team. She brings over eight years of industry experience, with a background in institutional management roles that included client service and compliance. This experience supports her role in collaborating with advisor team members to provide service grounded in strong ethics. Laurel earned a bachelor's degree from the Claremont Consortium of Colleges, where she completed a dual degree in Politics and International Relations at Scripps College. She holds the Personal Investment Advisor (PIA) designation and is a member of 100 Women in Finance. Laurel is also actively involved in her community through her participation with Fruitland Baptist Church and Safelight Inc. Outside of work, she enjoys fly fishing, scuba diving, traveling, and spending time with her husband and three children.

Keith Holloway is a Financial Advisor with Merrill Lynch Wealth Management who has been in the financial services industry since 2011. He joined Merrill in 2020 and holds FINRA registrations earned in 2014. Keith focuses on helping affluent individuals develop personalized financial strategies by understanding both their short- and long-term financial goals. His expertise includes legacy planning, managing new wealth, and personal retirement planning. Keith earned a bachelor's degree in Psychology from Appalachian State University. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach to wealth management emphasizes listening carefully to clients’ needs and creating comprehensive plans tailored to their unique financial situations, evolving as their life goals change over time. Keith and his wife, Lara, live in Hendersonville with their three children. They are active in the community, supporting education. Outside of work, Keith enjoys football, reading, soccer, and spending time with his family.

Wesley Thompson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and contributes to delivering financial guidance within the firm. Wesley's educational background includes undergraduate studies at Southern Methodist University and completion of a bachelor's degree from the University of Alabama System. His role involves applying his expertise in investment strategies and financial planning to support client objectives. Additional personal interests and community involvement details have not been provided.

Jordan Hall is a Financial Advisor with Merrill Lynch Wealth Management in Hendersonville, North Carolina. In this role, he collaborates with Merrill’s investment and Bank of America’s banking specialists to develop financial planning and tailored portfolio strategies for his clients. Jordan’s areas of client focus include education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Before joining Merrill Lynch, Jordan served on active duty with the 82nd Airborne Division of the U.S. Army from 2007 to 2015, including a deployment to Afghanistan in 2010. He earned a Bachelor of Science degree in Management with double minors in Economics and Philosophy from the University of North Carolina Asheville. Jordan holds the Personal Investment Advisor (PIA) professional designation. Jordan is involved in his community as a Hendersonville Rotarian and serves on the board of Saint Gerard House. He participates in Habitat for Humanity and Saint Gerard House activities. Outside of work, Jordan enjoys baseball, cooking, hiking, reading, and traveling. He and his wife have one son.