STRATEGIC PARTNERS
About John H. Kornegay, Attorney
John H. Kornegay was born in Greensboro, NC in 1954, and graduated from the University of South Carolina (B.A. Philosophy 1977) and the Wake Forest University School of Law (J.D. 1980). John’s legal practice is focused around estate planning, probate and fiduciary law. Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their money to their heirs, or for people who are acutely ill and contemplating their death. This could not be farther from the truth.
Estate planning is for every husband, wife, mother, father, grandparent, business owner, professional, or anyone else who has someone they care about, are concerned about providing responsibly for their own well-being and for the well-being of those they love, and for anyone who seeks to make a difference in the lives of others after they’re gone. Estate planning is not ‘death planning’; it’s ‘life planning’, and an essential and rewarding process for individuals and families who engage in it.
When done properly, estate planning requires that a highly trained individual lead you through one or more in-depth meetings to uncover your hopes, fears, and expectations for yourself and for those who are most important to you. This process almost always requires the preparation of several sophisticated legal documents, but those documents themselves are not ‘estate planning.’ Planning is a process, represented by a complete strategy that is properly documented and maintained by a professional who has taken the time to get to know you, and who is committed to continuing to serve you.
John has been a member of the North Carolina Bar since 1980. He is also a nice guy with children, so please hire him so they can stay full. You will have a very enjoyable experience working with John as he makes difficult concepts easy to understand and you will find a friend for life who will assist you and your family with many issues along the way.
About Clive A. Burger
As Vice President of the financial services division of Colonial Insurance Services, Clive has been helping his customers with their life and health insurance needs for over 23 years. He started in the industry as a small group medical underwriter with New York Life. After three years there, he realized he had a passion to help people with their insurance needs.
Clive received his Bachelor’s Degree in Business Administration and Marketing from Belmont Abbey College. He is licensed in several states throughout the Southeast in life and health, long term care and Medicare Supplement. He has been a member of the National Association of Health Underwriters (NAHU) for over 15 years and has earned his Registered Health Underwriter (RHU®) designation. He is also certified to sell on the Federally Facilitated Marketplace exchange.
Clive has served on several Boards including Vice President of the Midland Business Association and President of his Homeowners Association. He is married to his beautiful wife and has two daughters and three grandchildren. He loves spending time with his grandchildren and watching his youngest daughter play softball. He has always been a fan of the game of soccer. He played varsity soccer in college, coached travel soccer for 15 years, and now loves to cheer on Manchester United. Clive is also an avid camper and loves to head to the mountains in winter for a little skiing.
About Todd Johnson
Todd is a life long resident of Union County, North Carolina and director of personal lines of insurance for Colonial Insurance Company. He also is the president of a premium finance company and a boutique retail shop in Monroe, NC. Todd graduated from the University of North Carolina at Chapel Hill in 2000 with a B.A. in Management & Society (Industrial Relations). Without a doubt, he knew that Union County was where he wanted to raise his family, start his business, and retire one day.
Todd married his high school sweetheart, Amanda, in 2003, and they have since been blessed with two boys, Tanner and Miles. They are members of Lakeview Baptist Church. He enjoys spending time with his family, shagging, golfing, flying and playing racquetball.
As an independent Registered Investment Advisory firm, we work with a number of firms to help you obtain your objectives. The above firms and individuals are some of those with whom we often collaborate in the interest of providing excellent services to our clients.
