Team

Meet Our Team

The Worth Advisors team values the craftsmanship of innovative planning and wealth management solutions to serve the specific financial needs of our clients.

Glen E. Wright II - CFP ®, AIF ®

Chief Executive Officer

Sherise Jones - CPA

Managing Partner - Accounting

Gregory Goodlett

Chief Investment Officer

Sy Pugh, CLF®

Chief Operating Officer

Nicolas Deboeuf, CFP®

Paraplanner

Jessica Cale, AAMS®

Client Services Advisor

Tonya Hernandez

Accounting Assistant

Megan Duran

Client Services Advisor

Tamara Burleigh, CPA

Tax Manager

Team

Meet Our Team

Glen E. Wright II - CFP ®, AIF ®

Sherise Jones - CPA

Gregory Goodlett

Sy Pugh, CLF®

Nicolas Deboeuf, CFP®

Jessica Cale, AAMS®

Tonya Hernandez

Megan Duran

Tamara Burleigh, CPA

Any questions?

CHARLOTTE

DETROIT

NASHVILLE

Worth Advisors Group