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Thomas V
CFP®, Series 63, Series 65
Southern Pines, NC
Dreher Financial Partners
Thomas Velevis is a CFP® professional with 26 years of industry experience, currently serving at Dreher Financial Partners in Southern Pines, NC. He has worked at H.S. Dreher Capital Management (formerly Longleaf Capital Management) since 2001. Dreher Financial Partners advises retirees and individuals planning for retirement, providing discretionary investment management and financial planning services focused on income and spending needs. The firm emphasizes fundamental security analysis, individual security selection, and detailed cash-flow analyses, serving individual and joint accounts, trusts, retirement accounts, employer retirement plans, and nonprofit endowments.
Michael W
CFP®, Series 65
Southern Pines, NC
Dreher Financial Partners
Michael White is a CFP® with 10 years of industry experience, currently serving as an advisor at Dreher Financial Partners. He has been with H.S. Dreher Capital Management, LLC since 2015. Dreher Financial Partners advises retirees and individuals planning for retirement, providing discretionary investment management and financial planning services tailored to clients’ income and spending needs. The firm emphasizes fundamental security analysis, diversification, and macroeconomic assessment to develop risk profiles and asset-allocation plans, primarily utilizing individual stocks, bonds, and no-load mutual funds.
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