Keith Beck is a financial advisor with The Wealth Group, Ltd. in Rocky Mount, NC, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has been with The Wealth Group, Ltd. and Capital Investment Group, Inc. since 2011 and operates a CPA firm providing accounting services since 1995. Outside of advisory work, he serves as a vice president and advisor for multiple dental and medical practice management businesses. The Wealth Group, Ltd. provides wealth analysis, financial planning, and discretionary and non-discretionary money management for individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a contrarian, value-oriented investment approach focused on financially strong, out-of-favor securities with long-term holding periods and offers both internal management and oversight of external managers.

Leonard Creech is a financial advisor at The Wealth Group, Ltd. in Oxford, NC, holding the PFS™ and Series 66 designations with 26 years of industry experience. He has been with The Wealth Group, Ltd. since 2011 and has also worked at Capital Investment Group, Inc. since 1999. The Wealth Group, Ltd. provides wealth analysis, financial planning, and portfolio management services to individuals, high net worth clients, trusts, corporations, and charitable organizations. The firm manages approximately $289 million for about 425 clients using a contrarian/value investment approach combined with access to external money managers.