Inspire Financial Planning, LLC., is an independent fiduciary. We offer fee-only asset management, financial planning, and comprehensive wealth management services to our clients in Wilmington, NC.
Jeff Headrick / Team Lead
Jeff Headrick is the founder of Inspire Financial Planning. Jeff is your chief liaison (wealth manager) at Inspire, and can help you navigate your financial planning, asset management, wealth management, and risk management strategies. Jeff is passionate about faith-based stewardship, extreme diversification, and best-in-class investing.
Jeff believes in supporting community and has served as investment instructor for Junior Achievement and taught the Financial Forum class at John T. O’Connor Senior Center for many years. Jeff has also volunteered in leadership programs and music ministry at Callahan Road Baptist Church, Generations Church, and Port City Community Church. Jeff is married, has two children, and thrives most when he’s running, fishing, or surfing anywhere in the Carolinas!
Tony Parish, CFA,CFQ / Chief Investment Officer
Tony Parish leads our investment team and oversees our investment portfolios. He is passionate about working on financial data science projects (yes, really), and he specializes in quantitative modeling of multi-asset portfolios.
Bob Drury, CFP, CFA/ Financial Analyst
Bob Drury leads our research team and provides side-by-side analysis of client portfolios. Bob has a niche for all of the many technological platforms that we use to analyze investments and design new portfolios.
Brooks Riley/ Investment Consultant
Brooks Riley leads our investment consulting and helps us select the best portfolios for our clients. He has a deep understanding of both our passive and active approaches to investing.
Lauren Brock/ Annuity Research
Lauren Brock runs our fixed-indexed annuity desk and oversees annuity research. Annuity rate changes and offerings are constant, so we use Lauren as our expert whose primary focus is understanding the complexities of hundreds of annuities.
Ericka Rea/ Service Manager
Ericka Rea serves as our administrative partner with AlphaStar Capital Management. She manages the Operations Team for the firm. Ericka is the point of contact between Inspire and the custodians (Charles Schwab and TD Ameritrade).
Tower Six, LLC / Risk Management
Tower Six specializes in implementing your risk management. A subsidiary of Inspire, LLC, Tower Six has relationships with professionals from across the country that can provide ancillary support mitigating your risk with various forms of insurance. We have long term care specialists in San Diego, life insurance specialists in Charlotte, and disability insurance specialists in Nashville. We believe our risk management services to be best-in-class.