Accounting
David Waterman
Ron Davis Accounting & Tax Services
- What they do
- Tax and accounting for individuals and businesses.
- Best referrals
- Individuals and small business owners
Triad Elite Networking
Meet our founding members
Trusted local professionals. One referral network.
TEN is an invitation-only, category-exclusive community for established owners and professionals in the Triad. Members build referrals through fit, trust, and a shared standard of conduct.
10 members
Financial Advisor
David Garrison
Edward Jones
- What they do
- Retirement, investment, wealth planning
- Best referrals
- Pre-retirees, new investors
Insurance
Harrison Gwynn
NC Farm Bureau
- What they do
- Property and casualty insurance solutions.
- Best referrals
- Individuals seeking home, auto and life insurance
IT Services
Jonathan Beck
Piedmont Technical Experts
- What they do
- Managed IT and cybersecurity services.
- Best referrals
- SMBs and startups
Residential Real Estate
Karen Kimrey
Triad’s Finest Real Estate
- What they do
- Helping clients buy and sell homes.
- Best referrals
- Home buyers and sellers
Digital Marketing and AI
Marcelo Guimaraes
WSI – SMG Group
- What they do
- Strategy-first, AI-enabled digital marketing
- Best referrals
- Businesses seeking strategy, AI, visibility and growth
Health Insurance
Melinda Sutherland
Illuminate Benefits Group
- What they do
- Individual and group health coverage
- Best referrals
- Employers and families
Signage
Patrick O’Neal
The Carolina Signsmith
- What they do
- Custom commercial signage
- Best referrals
- Business owners and developers
Kitchen & Bath
Steven Moore
The Designery
- What they do
- Kitchen, bath and closet design
- Best referrals
- Contractors and homeowners
Mortgage Lending
Tena Anton
Atlantic Bay Mortgage
- What they do
- Residential mortgage solutions
- Best referrals
- Home buyers and realtors