Adam began his finance career in 2012 after earning a Bachelor of Science degree in Business and an MBA from Liberty University. It was also at Liberty that Adam met Marcy, Senior Registered Business Development Manager, who would become his wife and future business partner. His career began at Edward Jones, where he obtained Series 7 & 66 securities registrations, long-term care, and insurance licenses, and began establishing a foundation for building client relationships. The move to Wells Fargo Advisors Financial Network expanded investment options and introduced the team approach that Atlas Investment Management now utilizes to draw on separate experiences and expertise in an effort to provide a higher level of service to clients.

As a founding partner and Financial Advisor, Adam believes in a full-service advisory role, engaging in honest conversations with clients to determine the best portfolio and plan for their goals. As a Fundamental Choice certified advisor, he offers portfolios to ease clients' burdens, allowing them to focus on their busy lives.

Adam believes life is best shared with the people you love. He and Marcy are raising two wonderful kids, Hattie and Coy, who keep the family moving from football fields to theater stages. Whether he’s on the sidelines cheering for Coy or applauding Hattie during her latest chorus, theater, or orchestra performance, Adam enjoys supporting their efforts.

Adam loves traveling, being outdoors, and staying active. At home he enjoys reading, watching football, Formula 1 or spending time with the family dogs. Adam also values meaningful professional relationships and enjoys meeting local business owners. His involvement in his local BNI chapter gives him the opportunity to connect, learn from, and collaborate with other professionals in the community.


CA Insurance License Number: 4021636. Resident State NC.

Zach, a seasoned financial advisor with over 10 years of experience, is the founding partner of the Greensboro, NC office. Zach has played a pivotal role in establishing a strong presence in the local market. Holding Series 7 & 66 securities registrations, along with long-term care and life insurance licenses, Zach provides experienced guidance and comprehensive investment planning services in financial markets, investment strategies, and wealth management.

Understanding the challenges of finding the right advisor, Zach is committed to ensuring a smooth and comfortable investment planning process. Zach strives to create tailored client experiences, serving as a reliable source for financial guidance and education, empowering clients to make informed decisions in all their investment planning.

Outside of work, Zach enjoys traveling with his junior-high school sweetheart Jessica and their two children, Kabrey and Liam, coaching youth football, attending hockey games, and embracing the challenges of golf.


CA Insurance License Number: 1956977. Resident State NC.

Jason is a proud graduate of The Citadel, The Military College of South Carolina, and UNC Wilmington, and has his North Carolina Teaching Certificate. Jason’s decade of experience in education and technology were essential to his move into financial services in 2002 and helped to hone skills that are in demand today.

With Series 7 & 66 securities registrations, Life and Long-Term Care, and Insurance licenses, Jason leverages his extensive expertise to educate clients across the United States. Drawing from his background in technology and experience in founding a tech company, he aims to seamlessly integrate investment insights with collaborative approaches, team building, and effective project management skills, providing invaluable perspectives in today's investment landscape.

Based in Wilmington for over 40 years with his wife Dr. Jenni Harris, they love to spend time with their family and their dog, a Boykin Spaniel named Rhett. Jason is active in shooting sports, bird hunting, fly fishing and civic engagement. Their family supports the Boy Scouts, Meals On Wheels, Red Cross, Historic Wilmington Foundation, UNCW alumni boosters, YWCA, Chamber of Commerce, and Art for the Masses.


CA Insurance License Number: 0J19188. Resident State NC.

Christopher (Rusty) Knowles, a 2003 graduate of Methodist College, holds Series 7, 63, and 66 securities registrations. Beginning his finance career in 2006 in the mortgage business, Rusty transitioned to Wachovia Bank in 2008 as a Licensed Financial Specialist, eventually joining Wells Fargo Advisors in 2010 as a licensed Financial Advisor. 

With extensive experience through major market shifts, Rusty focuses on a client-first approach reflecting his core values of integrity, relationships, and growth. His primary goal is to do the right thing every day to develop trusted relationships with the families that he serves to help them grow through their working years and retirement.

Outside of work, Rusty dedicates his time to his wife Rachel and his two children, Greyson, and Hannah. Rusty enjoys sports, watching movies, and reading a good book.  He also spends time raising money for local non-profit organizations to support his son and others who are affected with autism spectrum disorder.


CA Insurance License Number: 0H24003. Resident State NC.

Gary is committed to making a meaningful difference in his clients’ lives by helping them achieve financial stability and long-term prosperity. He specializes in full wealth integration–bringing together wealth planning, investment management, risk management strategies, estate planning strategies, and overall wealth coordination. Working with a select number of families and business owners, Gary helps simplify and organize every aspect of their financial lives so they can focus on what matters most.

With over four decades of experience, Gary has extensive knowledge across investment and securities management, as well as life, health, and variable annuities. He studied at the College of Financial Planning in Denver, CO, and earned a B.A. in Business Administration from the New York Institute of Technology.

Gary focuses on understanding each client’s goals, designing tailored strategies, and implementing plans that aim to enhance both their lives and the lives of others. He addresses a full range of financial needs, including liquidity events, investment strategies, and trust and estate planning strategies.

Passionate about portfolio design, Gary tracks market trends, explores new strategies, and creates customized portfolios aligned with each client’s goals, timeline, and risk tolerance.

A Greensboro resident for over 40 years, Gary and his wife Laurie raised their children, Alec and Tess, while remaining active in the community. Outside the office, he enjoys family time and traveling with Laurie. Gary has served on several boards and finance committees and chaired multiple fundraising campaigns, raising millions for local causes.

Based in Greensboro and bringing over a decade of experience in the financial services industry, Jessica leads practice-wide client engagement efforts—overseeing brand communications, LinkedIn presence, and the team’s seasonal newsletter.

She is known for her attention to detail, positive attitude, and ability to create tailored experiences that strengthen client relationships. Whether crafting content, planning appreciation events, or refining the client experience, she approaches every task with professionalism and heart.

Outside the office, Jessica lives in King, North Carolina with her husband, Zach Edwards, a Partner and Senior Financial Advisor with Atlas, and their two children, Kabrey and Liam. She’s an avid hockey fan and can often be found cheering from the sidelines at her kids’ football and volleyball games. As a family, they’re actively involved in their local youth sports leagues, church events, and school fundraisers—they enjoy finding ways to be involved in their community.

Chris joins Atlas with 20 years in retail management and customer service. He is a problem solver and genuinely enjoys helping people which makes him perfect for his role as Client Service Advocate.

Chris has spent most of his life in NC. He likes to say that he is “more from Wilmington than not,” as that is the place he keeps returning to. There was one brief sojourn to Greenville in the early 2000s to obtain a BA in English from East Carolina University.

In his spare time, Chris enjoys reading, as well as video and cards games. He and his wife Heather try to care for as many local stray critters as possible, and usually have a car port and back yard populated by well-fed cats, possums, and raccoons. He will inevitably be survived by his indoor pets: an emotional Husky and his five fiendish felines.

Rebecca Johnston brings over 20 years of experience in the financial services industry, with a diverse background spanning lending, banking and securities operations.  For the past seven years she has specialized in wealth management, bringing a thoughtful, client centered approach to her work.

As a proud military spouse, Rebecca has lived across the country and is happy to have settled back in the South.  She now lives just outside Winston-Salem with her husband, their two teenage sons, and a lively menagerie of pets.

Rebecca and her family love to travel, often splitting time between visits with extended family and exploring every quirky roadside attraction within a thousand-mile radius.  When not working or traveling, Rebecca enjoys reading, watching movies, and giving back to the community.  She dedicates much of her free time to collecting clothing, toys and donations for local foster children, as well as gathering food and supplies for nearby animal shelters.

A 2023 Finance graduate from the University of South Carolina, Beck began his career as an Accountant (no longer practicing) for the South Carolina Law Enforcement Division. He now brings that same sense of duty to the practice, advancing our goal of providing exceptional wealth planning to the Wilmington community.

Though raised in Pensacola, Florida, Beck grew up spending every summer and holiday at Wrightsville Beach. Now a full-time Wilmington resident, he spends much of his time on the water or at the beach with his family.

Outside the office, Beck is a frequent host of board game nights and a choral enthusiast, having sung with the University of South Carolina Chorus throughout college. On the weekends, he dedicates his time to the restoration of his father’s 1993 Jeep Cherokee.