About

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An independent firm, we rely on our collaboration with Vanguard, American Funds, TD Ameritrade and AlphaStar Capital Management to bring you a high level of investment services.

 

Jeff Headrick-Financial Planner

Jeff Headrick/Financial Planner

Jeff is a financial planner at Inspire Financial Planning. Jeff’s passions are enjoying the outdoors, spending time with family, writing, reading, and financial planning. If you read any of Jeff’s blogs, you’ll quickly see how the loves of his life are intertwined.

Jeff began his career in 1999 and has worked as a financial advisor with Woodmen of the World and Thrivent Financial. He has also been the proud owner of JH&A Wealth Management (2005-2012), and now Inspire Financial Planning.

Jeff has 19 years’ experience building portfolios and financial plans. It was during his stint at JH&A Wealth Management that he tested his ability to manage client assets during the Financial Crisis of 2008. This experience he still carries with him today. He is a staunch believer in a highly diversified, global portfolio.

 

 

Brooks Riley/Investment Advisor Consultant

Brooks Riley is our primary liaison with AlphaStar Capital Management, our carefully selected RIA (Registered Investment Advisor). Brooks’ roll with Inspire is to keep us up to speed with our investment technology, as well as manage relationships with our partners such as TD Ameritrade, Vanguard, and others. If we need a walkthrough from the technological end, or a one-on-one coaching session regarding a new investment opportunity, Brooks is our go-to guy.

Brooks attended Northeastern University in Boston, MA where he graduated with a Bachelor of Science degree in Business Administration with a concentration in Finance and Investments. He then moved to New York City to begin his career as a financial consultant with a mid-size broker/dealer and investment bank. After 3 years in New York he moved to the firm’s San Francisco office to head up a program to recruit and mentor new broker trainees as well as manage a book of high net worth clients.

 

bob drury financial consultant inspire financial planning

Bob Drury CFA®, CFP®/ Financial Planning Consultant

Bob is affiliated with us through AlphaStar Capital Management. He handles a lot of the analysis and number crunching for our comprehensive financial plans. As a client of Inspire, Bob will most likely have participated in the design of your Initial Financial Plan at some point in the process. Bob is a great resource for enhancing relationships, building your confidence, and explaining complex financial planning algorithms and/or rationale.

Bob has a Bachelor of Science in Communications, with an International Business minor from Appalachian State University. He obtained his Chartered Financial Analyst® designation in 2018 and the CERTIFIED FINANCIAL PLANNER™ designation in 2008.

He has extensive experience in the investment industry including positions at Vanguard as a Financial Planner, on LPL’s bond desk, as a Research Allocation Analyst with Linden Thomas & Co, and as an Annuity principal for MetLife. Prior to his finance career, Bob worked as a news reporter which further developed his communications skills.

 

Administrative AssistantEricka Rea/Service Manager

Ericka Rea serves as our administrative partner with AlphaStar Capital Management. She manages the Operations Team for the firm. Karen is the point of contact between Inspire and the custodians (Charles Schwab, TD Ameritrade, Trust Company of America, etc.). She spends most of her time improving processes to make our operations department efficient and proactive.

Ericka received her Bachelors of Science degree in Business Administration with a concentration in Organizational Management from the University of North Carolina at Charlotte. While earning her degree, Ericka also worked on campus as the Lead Building Manager for one of the university's student unions coordinating and supervising the daily operations of the event venue. She spends most of her time with her husband and their little girl, Laken.

 

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