Broker Check

Team

Cannon Wealth Management Services has a unique approach to service. We feel as if you the clients are the most important part of what we do. We have over 60 years of combined experience in the financial arena. Each of us brings something different to the table, which allows us to provide clients with the right fit for their individual needs.

The trust that you place with us to help you to pursue your financial dreams, hopes, and goals is appreciated and not taken lightly. At that same time, we recognize that life is ever changing and financial challenges can arise at every stage of life, such as marriage or divorce, the birth or adoption of a child, caring for aged parents or the death of a loved one. We are a team committed to providing you with the strategies to navigate those obstacles.

We follow the simple concept that "It is not about me." here at Cannon Wealth Management Services. It is about you, the client, and the responsibility you have given to us to be diligent, professional and competent in the service we provide you. Thank you for allowing us to be a part of your journey, and we hope you will continue being a part of ours.

 

 

William "Barry" Amburn, CPA

LPL Financial Advisor

336-231-6844

bamburn@cwmllp.com

Barry Amburn greatly enjoys helping clients with wealth management, and holds a Series 7, Series 66 registrations through LPL Financial, and comprehensive insurance licenses... (read more click on picture)
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Matthew Hearn, ChFC®, CFP®

Wealth Planner, LPL Registered Principal

336-231-6844

336-723-0094

mhearn@cwmllp.com

A Wealth Planner with experience in the financial services industry since 2002, Matt Hearn, ChFC®, CFP®, joined Cannon Wealth Management Services in 2012. Matt approaches his role as that of a ...(read more click on picture)
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Carol Uselman, AAMS®

LPL Financial Advisor, AAMS®

336-231-6844

cuselman@cwmllp.com

Carol is our in-house product and investment specialist, and holds Series 6 and 7, 63 and 65 registrations through LPL Financial, as well as comprehensive insurance licenses... (read more click on picture)
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Cindy Edwards

LPL Financial Advisor & Director of Operations

336-231-6844

cedwards@cwmllp.com

Cindy enjoys focusing on life insurance needs and the 401(k) plan markets and holds her Series 7, 63 & 65 licenses through LPL Financial as well as her North Carolina Life, Health & LTC insurance licenses. 

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Joseph “Joey” C. Perkins, Jr., CPA

LPL Financial Advisor

336-231-6844

jperkins@cwmllp.com

Joseph “Joey” C. Perkins, Jr., CPA Cannon Wealth Management Services Joey truly enjoys helping others pursue their financial goals. His business background includes 8 years in public accounting and 17 years in industry. He holds a...
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Kimberly M. Stone

Client Relations Manager and Marketing Associate

336-231-6844

kstone@cwmllp.com

Kimberly M. Stone Cannon Wealth Management Services Marketing and Client Relations Associate Kimberly is our resident cheerleader. She is the front line of communication to our clients, managing the company calendar, coordinating...
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Debra Goelling

Administrative Assistant

336-231-6844

dgeolling@cwmllp.com

Debra Geolling Cannon Wealth Management Services Administrative Assistant. Debra began as an Assistant Teller in her hometown of Medford, Oregon, through overseas financial management assignments that required military security...
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