Looking Glass Wealth Advisors - Blue Ridge Team Alan Brookshire, CFP®, QPFC Director, Financial Advisor (800) 522-4545 ABrookshire@rwbaird.com Alan Brookshire is a Director and Financial Advisor at Baird . Alan has met the rigorous experience and ethical requirements of the CFP Board, successfully completed financial planning coursework and passed the CFP® exam demonstrating his commitment to enhancing his knowledge and skills to better serve you. Furthermore, Alan has earned the Qualified Plan Financial Consultant designation (QPFC). QPFC is the professional credential for experienced financial professionals who sell, advise, market or support qualified retirement plans. The QPFC program provides an understanding of general retirement planning concepts, terminology, distinctive features of qualified plans and the role of retirement plan professionals. Alan helps his clients grow, protect, and transition their wealth by leveraging cutting-edge technology and financial planning resources in conjunction with small town values such as honesty, clarity, and compassion. Alan values the deep relationships he forges with clients and he values the opportunity to be of service to you in the transitional periods of your life. Whether you’re preparing for retirement, selling a business, or experiencing the certainty of life’s transitions, Alan and the team stand ready to be your advocate. Alan is licensed in 25 states and has worked with Merrill Lynch, UBS, and Oppenheimer & Co. Before that, he worked for the ViceChancellor Vice Chancellor for Institutional Advancement as North Carolina State University’s Director of Accounting. He graduated from North Carolina State University with his B.A. in Accounting. He serves the community by volunteering and serving many causes including Meals on Wheels, Young Life, and Asheville Youth Cycling. Alan works alongside his wife Lisa on their family farm in Hendersonville, NC, where they are active in their local church. When not in the office, Alan will be found outdoors where he spends much most of his spare time on the water or on a bicycle. James Chandley Senior Vice President, Financial Advisor (800) 522-4545 JChandley@rwbaird.com James C. Chandley is a Senior Vice President and Financial Advisor that works with clients to help them protect and grow what is rightfully theirs with tactics that emphasize tax efficiency. With over 32 years’ experience with companies such as Merrill Lynch, UBS, and Oppenheimer & Co, Jim is a collaborator and will join forces with your tax and legal advisors to help orchestrate a wealth-building strategy that is tailored to your long-term goals.Jim Chandley graduated from the University of Tennessee – Knoxville with a B.S. in Business Administration and was a branch manager for Georgia-Pacific before actualizing his vocation in financial services. Today, Jim lives in Fairview with his wife. He is a golfing, hunting, and fishing enthusiast and enjoys racing thoroughbred horses. But most of all, he is a gratified grandfather of his four grandchildren. Julie Willard, QPFC Financial Advisor (800) 522-4545 828.239.8785 JWillard@rwbaird.com Julie Willard is a Financial Advisor whose focus is the client’s voice. She makes sure that your vision remains the priority, collaborating and listening every step of the way. Julie helps orchestrate your financial advisor team by spearheading the financial planning process and working in conjunction with Alan to develop and implement investment strategies and solutions. Additionally Julie is charged with the teams business development, client communications, and marketing. Julie believes client education and advocacy is vital throughout the journey.Julie has 18 years of experience in the wealth management industry. She began her career at First Union and worked at UBS, and Oppenheimer & Co before transitioning to Baird. Prior to being an advisor, Julie was a Director of Sales and Marketing in Telluride, Colorado. She graduated from Appalachian State University with a Bachelors of Science in Communication. Active in the community, Julie invests time volunteering and serving on boards such as NC Stage Company, the PTO Board of Claxton Elementary School, and the Asheville Affiliates- when she's not spending time with her three amazing children. Together they adventure in Asheville’s beautiful community as outdoor enthusiasts who enjoy skiing, camping, hiking, and kayaking ….to name a few! Phyllis Jamison Client Assistant (828) 252-8900 PJamison@rwbaird.com Phyllis Jamison is a Client Service Associate who makes it her mission to see that all of our clients feel right at home. She also assists with administrative operations and scheduling, and overall ensures that the team is running as smoothly as possible. Phyllis became a Registered Financial Associate and worked at Merrill Lynch, and A.G. Edwards, prior to which she was a wire operator at Robinson-Humphrey. A devoted mother of two and grandmother of four, Phyllis is a firmly-rooted North Carolinian. When she is not helping you, she is enjoying this beautiful state and her family by hiking, camping, and going to the beach. Randy West Client Specialist (828) 252-8900 RWest@rwbaird.com After graduating from East Carolina University with a Bachelor’s Degree in finance, Randy started his career with Edward Jones in St. Louis, where he worked in equities, fixed Income, financial solutions service, advisory solutions, and advanced branch support. He joined Hilliard Lyons in 2018, then transitioned to Baird when those firms merged in 2019. Randy is excited to bring operational expertise, client service and technology ideas to the team. He is instrumental in assisting with the trading platforms and implementing action on behalf of clients.Outside of the office, Randy enjoys spending time outside as much as possible, especially with his husky- lab mix, Mia. His hobbies include fishing, hunting, hiking, backpacking, and trail running, and he is also an avid reader, mostly fiction. Randy thoroughly enjoys Asheville’s abundant music scene and catching live concerts.