Jacqueline “Jackie” T. Wieland, AIF®
First Vice President/Investments

Jackie has been committed to serving the best interests of her clients for more than 35 years.  She holds the Accredited Investment Fiduciary® (AIF®) designation and earned a B.A. from Virginia Tech University.

Highly passionate about the betterment of the community, Jackie serves as Vice Chair of the board for the Virginia Tech Carilion School of Medicine and Research Institute, Chairman of the investment committee for Community Foundation of Greater Greensboro (CFGG), as well as a founding member for the Women to Women Endowment within CFGG.  She recently was tapped to serve as a Trustee and Advisory Board member for the Institute of World Politics and also serves as a board member of the Frank Family Foundation.

She was also past chair of the board for the Women’s Resource, past trustee for Bennett College, and a gubernatorial appointee for the North Carolina’s Financial Literacy Commission.  In 2012, she was appointed by the governor-elect to serve on the transition team for tax reform.

Additionally, Jackie was the past president and board member for the Friends for an Earlier Breast Cancer Test, past treasurer and board member for the Women’s Professional Forum’s Foundation, trustee for the YWCA Endowment Committee, board member of visitors for LifeSpan, and an executive committee member for the Virginia Tech’s Women, Leadership & Philanthropy Council.  Her past positions include: Vice president of the board for the Piedmont Triad Sickle Cell Anemia, Chair of the Governmental Liaison Committee for the Greensboro Chamber of Commerce, Treasurer for the YWCA board of directors, and Chair for the Multiple Sclerosis Corporate Achievers.

Jackie and her husband, Bruce, reside in Greensboro and have been married for 25 years.


Donna S. Miller
Client Service Associate

Donna has more than 30 years financial services experience.  She began her career in the life insurance industry with Jefferson Pilot and Northwestern Mutual Life Insurance Company.  Beginning in 1997, she served as Client Service Associate with Interstate Johnson Lane, Wachovia Securities, A.G. Edwards, and Wells Fargo Advisors.

Donna has been married to her husband, Greg, for 20 years.  They have one son, Nicholas, and are members of Westover Church.  She enjoys spending time with her family, going to the beach, and taking deep sea fishing trips.