Ensuring that we are always serving your best interests starts with investing in the best people and resources.
We have earned our reputation as a high-touch wealth management firm by investing in the kind of people who will always take your concerns to heart, from our personal wealth counselors to the specialists and administrative personnel they draw upon to develop solutions that fit your life.
Tommy C. Arnold
“The right people are SO important…our success comes from finding people who share our values in addition to sharing their skills. The exhilaration I get from our business comes from working with people and seeing them place their trust in us.”
Tommy Arnold joined founder Waring Boys in 1983, following seventeen years of experience with a large multinational corporation, where his experience included serving as Treasurer and managing two of the larger operating divisions. His experience also includes extensive work in the areas of investment banking, corporate finance, investor relations, pension fund and corporate cash management, and mergers and acquisitions. Mr. Arnold has served as a Director of Boys, Arnold since 1985 and is involved in all phases of the firm’s activities. He performs as an investment counselor and helps guide the firm’s strategic direction.
Mr. Arnold graduated from the University of North Carolina in 1965 and received an MBA from the Wharton Graduate School of the University of Pennsylvania. He achieved the designations of Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC) in 1988.
Robin V. Barber
“My favorite thing about being here is the people I work with. What we see in the office – the serious, united team approach – extends to our clients.”
Robin joined the firm in September 2010 and is currently an Account Administrator. She completed the Registered Paraplanner (RP®) program in December 2012 and the education requirement for the Certified Financial Planner (CFP®) designation 2016. Robin recently completed the Trust curriculum at Cannon Financial Institute and obtained her Certified Trust and Financial Advisor (CTFA) credentials.
Robin is originally from Atlanta and graduated from the University of Georgia. She worked as a realtor, preschool teacher, and administrator before moving to Asheville, where she became an owner/manager of a retail store prior to joining the firm.
Dudley B. Brickhouse
CFA, CFP®, CAIA
“I find it very rewarding to be able to help people and make a difference in their lives. Joining the Boys, Arnold team has been an opportunity to do just that. It is an honor and an awesome responsibility to have clients put their trust in us.”
Dudley Brickhouse brings his expertise, credentials and extensive experience to the Boys, Arnold team. Working as an investment counselor in our Hilton Head office, Dudley also serves as a member of our Investment and Financial Planning Committees and is a key stakeholder in our equity research group.
Dudley holds a Masters of Management with a Financial Concentration degree and a Bachelors of Industrial Engineering degree from North Carolina State University in Raleigh. This unique combination of education fueled Dudley’s outstanding performance within three national financial institutions for over 15 years.
Having joined our team in 2014, Dudley is fully embracing the community and culture of the Lowcountry, including growing engagement with both its professional and civic organizations.
Suzanne L. Carver
“The foundation stones for a balanced success are honesty, character, integrity, faith, love, and loyalty.” –Zig Ziglar
Suzanne Carver joined the firm in January 2018 and is currently an Account Administrator. Suzanne brings with her 14-years of corporate office management and administrative experience. She is highly organized and focuses her efforts on enhancing our client’s experience.
Suzanne is originally from Atlanta, GA and relocated to Western North Carolina in 2002. She is currently furthering her education while at Boys, Arnold & Company at Western Carolina University.
“The longer I serve the client family at Boys, Arnold, I am continually impressed with the strong relationships that have been established. I strive to enhance the client experience.”
Laura is from Minneapolis and attended the University of Minnesota. She spent the majority of her career working in the airline industry in the areas of human resources, public relations, and in flight service and training. Laura has a passion for competitive figure skating and has previously worked as a coach and choreographer.
Laura joined the firm in September of 2013 as a receptionist assisting in a variety of administrative duties with an emphasis on client services.
Stanley H. Cocke
“When I worked in the private banking industry, I thought Boys, Arnold was the finest group I’d ever seen…which made it easy to come here to work when I took’ early retirement’!”
Stan Cocke joined the firm in 1999 following twenty-six year’s experience serving clients of high net worth for a major North Carolina-based bank. At Boys, Arnold Mr. Cocke focuses his efforts on the management of client services, including the development of services extending beyond financial planning and portfolio management. He also assists with the internal financial management of the company and is a member of the Investment Committee.
Mr. Cocke received his bachelor’s degree in Economics from the University of North Carolina and participated in numerous financial professional development programs during the course of his banking career.
“The work environment at Boys, Arnold allows us to maximize our strengths, both individually and as a team, to provide unparalleled service to our clients.”
Rachel joined Boys, Arnold as the firm’s trader and account administrator in January 2014. Prior to joining the firm, she gained experience working in Fortune 500 operations and law firms with specializations in estate planning and patent law. Most recently Rachel worked in the banking industry where she provided commercial, credit, and deposit support.
Fred F. Groce, Jr.
“The more I learned about Boys, Arnold, the more interested I became in working here. The longevity and quality of the team speaks to the high level of service.”
Asheville native Fred Groce joined the firm in August 2007 following a 38 year career in banking. Fred retired in 2004 as the President of the western region of a large regional bank. He joined Boys, Arnold in 2006 as a senior consultant with special emphasis in the areas of marketing and client relations. Fred is a graduate of UNC-Chapel Hill with a BA degree, holds a graduate degree in Banking from Rutgers University and is a graduate of the UNC School of Business Executive Program. He continues to serve Western North Carolina in a variety of civic organizations.
“Every relationship I work with is unique and interesting. Getting to know the clients on a personal level is one of my most rewarding roles at the firm. Boys, Arnold provides me with an opportunity to apply my planning experience to meet the individual needs of the clients while building long lasting personal relationships.”
Eric Magnin has lived and worked on Hilton Head Island since 1998, having started his career with a major US bank on the island. As a wealth counselor for Boys, Arnold, Eric brings to the firm his extensive experience and expertise in wealth planning and investment advisory strategies for multi-generational families and owners of closely held entities.
Eric earned a Bachelor of Business Administration (B.B.A.) degree with a Marketing concentration from West Virginia University in 1991.
Eric joined the firm in 2016. He is a member of our Investment and Financial Planning Committees and leads the Marketing effort for the firm.
As a longtime resident of Hilton Head Island, Eric is involved in numerous professional, civic and charitable organizations.
Meg M. McFaddin
“I love the clients-first culture at Boys, Arnold. We all strive to provide exceptional, customized services to our clients and their families with every interaction.”
Meg joined Boys, Arnold in September 2017 as the receptionist. She began her career in library automation and transitioned into financial services while living in Boston. A native of Oak Ridge, Tennessee Meg moved from Boston to Asheville in 2005. Meg graduated from the University of Tennessee, Knoxville with a Bachelor of Arts degree in Computer Science. She brings broad experience to the receptionist position and supports the account administrators.
“I am proud to be part of a collaborative team that focuses on developing trusted relationships with our clients and their families.”
Monique McGlynn joined the firm in 2016 as an Account Administrator. She is responsible for supporting our clients and counselors in the Hilton Head market. Monique joined the firm with 15 years of financial administration experience with a national bank.
Monique was born and raised in the Bahamas and relocated to southern Florida in her late teens. She has been a resident of the Low Country since 2005.
“What brought me here and what keeps me here is the philosophy that still guides this company. Quality runs all the way through the organization.”
Ron Norris has managed the firm’s data processing and information systems since 1989, overseeing systems used for client account management, securities information, and research. Mr. Norris holds a bachelor’s degree in Business Management from the University of North Carolina – Asheville. Ron is a native of Western North Carolina and an Eagle Scout.
Heather K. Reed
“We develop close relationships with our clients and keep in touch with their goals and lives. I like what we stand for – we don’t just pay lip service to our values.”
Heather Reed joined the firm in 1998 and is engaged in the administration of client accounts. Heather is in charge of opening all new accounts, as well as many other administrative duties. She came to Boys, Arnold after serving in the medical administration field after attending Western Carolina University.
“The quality of talent at Boys, Arnold always challenges me. Each day and each situation is unique. The care, support, and integrity we practice translates to our clients.”
Garst Reese joined Boys, Arnold in August of 2005 and is an investment counselor, serving on the company’s Investment and Financial Planning Committees, and working as a research analyst for the firm. A native of Johnson City, Tennessee, Garst received a BA degree in Business Administration from Lenoir-Rhyne College and worked nine years as a financial consultant in the investment industry before receiving an MBA from the Babcock Graduate School of Management at Wake Forest University. Garst has achieved the designations of Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC), and is a member of the CFA North Carolina Society.
John P. Rhodin
CFA, CFP®, CIC
“At Boys, Arnold I have the freedom to build a quality relationship with clients. Whether I am working with a retired business owner, professional, or artist, it is interesting to see the common traits that make each of them successful.”
John Rhodin provides leadership in equity research and oversight of information systems at Boys, Arnold, acting as the firm’s Chief Compliance Officer overseeing adherence to federal and state regulations and serves as investment counselor and chairman of the Investment Committee.
Prior to joining Boys, Arnold & Company in 1992, Mr. Rhodin spent three years as a credit analyst with a major regional bank. He holds a degree in Economics and a degree in Finance from the University of Calgary. He completed his graduate work at the University of North Carolina’s Kenan-Flagler School of Business, earning an MBA in Finance and achieved designations of Chartered Financial Analyst (CFA), Chartered Investment Counselor (CIC) and Certified Financial Planner (CFP®).
Courtney A. Rossi
“Building a great customer service experience does not happen by accident, it happens by design. We strive for excellence with every client, which comes from the heart of customer service.”
Courtney Rossi joined the firm in February 2018 and is currently an Account Administrator that brings much enthusiasm to the table with client interactions and needs. She went to school locally and has lived in Asheville 20 years. Courtney was in the hospitality industry for 7 years prior to coming onboard with Boys, Arnold & Company. She is currently furthering her education as an adult learner while at Boys, Arnold & Company.
Sue Schwein joined Boys, Arnold in July of 2018 and is a Wealth Counselor, serving on the company’s Investment Committee. Additionally, she works with compliance, trusts and internal financial management of the company.
Prior to joining Boys, Arnold & Company in 2018, Ms. Schwein was the Chief Financial Officer for the Episcopal Diocese of Western North Carolina. Ms. Schwein’s career includes 17 years at a national bank where she was a Senior Vice President. She holds a degree in Accounting from Florida State University. She completed her graduate work at the University of North Carolina at Charlotte, Belk College of Business, earning an MBA. Ms. Schwein is a C.P.A in the state of North Carolina and is a member of the NCACPA.
Jon L. Vannice
“I enjoy practicing a craft and working with successful, dynamic clients from all walks of life. I’m able to cross paths with some amazing people.”
Jon Vannice is a member of the Investment Committee and serves Boys, Arnold clients as an investment counselor, in addition to providing leadership in fixed income securities and developing financial plans. Prior to joining the firm in 1992, he spent nine years in trust and investment management in both private investment counsel and national bank settings.
Mr. Vannice received a B.S. in Business Administration from the Ohio State University and an MBA from Miami University of Ohio. He is a graduate of the National Graduate Trust School, sponsored by the American Bankers Association, and served many years on their faculty. He also has taught at the Southern Trust School and in the Certified Financial Planner program at Queen’s College in Charlotte, North Carolina. He holds the designations of Certified Financial Planner (CFP®) and Certified Trust and Financial Advisor (CTFA). Jon is an Eagle Scout and has been involved in Scouting with local Troops and the District Board.
David C. Whilden
“My value is not about what I can sell. Boys, Arnold is a place where I can practice my craft and respect what a privilege it is to serve my clients.”
David Whilden joined Boys, Arnold in 2001 with 18 years experience working for two North Carolina-based banks. He serves as Senior Trust Officer for Boys, Arnold Trust Company, overseeing the administration of trust accounts and serving as investment counselor. Mr. Whilden graduated from Wake Forest University with a Bachelor of Arts degree in Political Science and also earned a Juris Doctor degree from Campbell University School of Law.
Mr. Whilden is a member of the Land of the Sky Estate Planning Council and serves on the Boards of Directors of several Asheville area civic and educational organizations.