Chuck Eyler TRA®

Trusted Risk Advisor
Chuck is a personal risk management specialist for Covenant Wealth Management and serves our clients with their personal insurance needs for their...

Strategic Partners

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  • For our clients with more complex financial needs, our highly-credentialed and experienced LPL Private Client group will assist in serving their needs.

    Kelli J. Stiles, JD®, CPA®, CIA® is an advanced planning attorney and Vice President of the Advanced Planning Team for the Private Client group at LPL Financial. Kelli works with our clients’ attorneys, CPAs, and other related professionals in developing strategies and solutions to complex problems. 

    Patrick J. Herrington, CFP®, CEP® serves as an Assistant Vice President, Private Client Consulting. Patrick works with our staff in developing optimized investment portfolio that are customized to our clients’ unique needs.

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  • For our clients with advanced estate and trust needs, The Private Trust Company assists our clients in carrying out their wealth management and legacy planning goals at every stage of your life. Providing a full suite of corporate trustee services, Private Trust Company carries out fiduciary responsibilities in an impartial manner with a focus on accomplishing the objectives of our clients’ trusts as stated in their trust agreement. Private Trust also provides custom trust solutions for Charitable Trusts, Foundations, and Endowments as well as assisting with Family Office Services by assuming much of the day-to-day management of a family’s affairs including discussing your tax planning, estate planning and generosity planning, bill paying, family member financial education, and family governance.

    Ben Foreman

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  • Anita Quarles, CPA is the owner and founder of A.Quarles CPA, a local Winston-Salem, NC CPA firm providing local businesses and individuals with tax and accounting services. Anita and her team work closely with Covenant Wealth Management to minimize our clients’ tax liabilities with innovative solutions for our clients’ families and their privately-held businesses.