Meet Your Team

Our team is dedicated to providing exceptional wealth management services by forming relationships with individuals and families built on trust and thoughtful advice. For a combined 60 plus years we have offered objective perspectives, personalized planning, and expert investment management services to individual investors, families, and businesses. Our advice, services and solutions are designed to help build financial security that withstand the test of time.

Jen Torrey CFP®, CLU®, RICP®

Founder & Wealth Management Advisor

Office (919) 755-3206
Email

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Jen Torrey

Professional Designations & Licenses

Bachelor of Science in Business Administration/Certificate of East Asian Studies
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
Chartered Life Underwriter® (CLU®)
Retirement Income Certified Professional® (RICP®)
FINRA Series 7 and 63
Life, Health, Disability, and Long-Term Care Insurance Licenses
Variable Life and Variable Annuity Licenses

Background & Expertise

Prior to graduation from the University of Pittsburgh, Jen began her financial services career as a sophomore, working at Smith Barney until graduation, transitioning to a small RIA in Pittsburgh prior to her move to North Carolina, which is now home. Founding Altius Wealth in 2021 with Sam, Jen spends her time working with clients, helping them visualize their future and financial security in a caring, compassionate way.

Personal Info

Jen lives in Durham, with her husband, Henry, and has three children, Helena, Cutler and Holden. Jen enjoys time at the North Carolina coast, traveling and spending as much time as possible with her family in Ohio.

Founder & Wealth Management Advisor

[email protected]

919-755-3206

(919) 755-3206

https://www.facebook.com/974355799305280

https://x.com/JenBTorrey

https://www.linkedin.com/in/jennifer-b-torrey/

https://www.instagram.com/altiuswealth

CFP®, CLU®, RICP®

Robert A Sink CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

Office (919) 766-6300
Mobile (919) 280-0137
Email

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Robert A Sink

Professional Designations & Licenses

Bachelor of Science earned at the University of North Carolina Chapel Hill
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC)
Retirement Income Certified Professional® (RICP®)
FINRA Series 7 and 63
Life, Health, Disability, and Long-Term Care Insurance Licenses
Variable Life and Variable Annuity Licenses

Background & Expertise

Bob has specialized in working with individuals and businesses providing solutions for insurance and investment needs for more than 25 years. Retirement planning is a focal point for many clients.

Personal Info

Bob and his wife, Becky, are Raleigh natives and happily married since 1983. They have three children, all grown, married, and focused on building their families and futures. With several grandchildren, Bob and Becky, enjoy their family time and find infinite joy in being grandparents.

Wealth Management Advisor

[email protected]

919-766-6300

(919) 766-6300

919-280-0137

(919) 280-0137

https://www.facebook.com/450059561862897

https://x.com/bobsink

https://www.linkedin.com/in/bobsink/

https://www.instagram.com/bobsinknm

CFP®, CLU®, ChFC®, RICP®

Sam Byrum MBA, CFP®

Partner and Director of Financial Planning

Office (919) 755-3214
Email

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Sam Byrum

Professional Designations & Licenses

Bachelor of Science in Marketing
MBA with a concentration in finance
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
FINRA Series 7, 63 and 65
Life, Health, Disability, and Long-Term Care Insurance Licenses
Variable Life and Variable Annuity Licenses

Background & Expertise

Sam has spent the past 14 years in the financial services industry, the majority of with has been at Northwestern Mutual, working with Jen since 2013, co-founding Altius Wealth in 2021.

Personal Info

Sam and his wife, Lindsay, live in Raleigh with their three children, Cole, Olivia, and Charlotte, and their goldendoodle, Ellie. Sam enjoys spending time with his family at the beach, playing golf, and listening to music.

Partner and Director of Financial Planning

[email protected]

919-755-3214

(919) 755-3214

MBA, CFP®

Lori I Taylor CLU®

Director of Client Relations

Office (919) 706-1575
Email

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Lori I Taylor

Professional Designations & Licenses

Bachelor of Arts from University of North Carolina Greensboro
Chartered Life Underwriter® (CLU®)
Life, Health, Disability, and Long-Term Care Insurance Licenses

Background & Expertise

After serving as the office manager for a number of years in the Durham office, Lori joined Altius Wealth in 2019. She graduated from the University of North Carolina Greensboro with a bachelor’s degree, assisting the team with client relations and risk management services.

Personal Info

Lori and Eric have two children, Finn and Daisy, living in Raleigh with their German Shephard rescue, Ophelia. In her free time, Lori enjoys local community involvement in the arts, and hiking.

Director of Client Relations

[email protected]

919-706-1575

(919) 706-1575

CLU®

Kristin B Frycz

Insurance Operations Associate

Office (252) 355-7700
Email

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Kristin B Frycz

Professional Designations & Licenses

Bachelor of Science from University of North Carolina Chapel Hill
Life, Health, Disability Insurance Licenses

Background & Expertise

Kristin has been with Northwestern Mutual for over 15 years, joining Altius Wealth in 2023. She graduated from the University of North Carolina Chapel Hill with a bachelor’s degree.

Personal Info

Kristin grew up in the Triangle area, having graduated from Cardinal Gibbons high school and UNC Chapel Hill. Outside of work, she enjoys time with husband, Mike, and son, Taylor, as well as their dog, Finley. She loves traveling, reading, art, decorating, and cheering on the Tar Heels.

Insurance Operations Associate

[email protected]

252-355-7700

(252) 355-7700

Dottie D Holmes

Director of Operations and Client Service

Office (919) 766-6301
Mobile (919) 218-2426
Email

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Dottie D Holmes

Professional Designations & Licenses

Bachelor of Science in Biology from University of North Carolina Wilmington
FINRA Series 7 and 63
Life, Health, Disability, and Long-Term Care Insurance Licenses

Background & Expertise

Dottie joined Northwestern Mutual in 2012, having been a client of Bob’s since 1985. Dottie supports the team with both investment and insurance support and a valued member of the team.

Personal Info

Born in Rutherfordton, Dottie has spent her whole life in North Carolina, growing up in the Smithfield area. Dottie is married to Scott, and they have two grown sons. In her free time, Dottie enjoys all outside activities and spends her free time hiking, going to music concerts, the theatre or boating at Emerald Isle.

Director of Operations and Client Service

[email protected]

919-766-6301

(919) 766-6301

919-218-2426

(919) 218-2426

Daniela A Prodanova CFA®, CFP®

Director of Investments

Office (919) 834-7772
Email

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Daniela A Prodanova

Professional Designations & Licenses

Business degree from John Cabot University in Rome, Italy
Master of Finance from Tulane University
Chartered Financial Analyst obtained in 2010
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
FINRA Series 7, 63
Life, Health, Disability, and Long-Term Care Insurance Licenses
Variable Life and Variable Annuity Licenses

Background & Expertise

Danny moved to San Diego to major in business administration at Alliant International University. She then transferred to John Cabot University earning a business degree. Falling in love with investing, she pursued her master’s degree in finance at Tulane University. Spending the next 16 years working at a small, boutique RIA firm in New Orleans building portfolios and working directly with clients. Danny joined Altius Wealth in 2022 as the Director of Investments.

Personal Info

Danny was born in Bulgaria, moved to San Diego to study business, ending up in New Orleans for her master’s degree after a stint in Rome, Italy to complete her bachelor’s degree. Looking for a new place to call home, Danny and her family moved to the Triangle. She enjoys live music, cheering on the New Orleans Saints, hiking, and especially playing pickle ball.

Director of Investments

[email protected]

919-834-7772

(919) 834-7772

CFA®, CFP®

Alex Collie

Client Service Advisor

Mobile (919) 452-4713
Email

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Alex Collie

Professional Designations & Licenses

Bachelor of Science in Economics and Spanish from Wofford College
FINRA Series 7, 63
Life, Health, Disability, and Long-Term Care Insurance Licenses
Variable Life and Variable Annuity Licenses

Background & Expertise

Alex joined Altius Wealth in 2024 as an Associate Wealth Management Advisor. Originally from Durham, Alex has lived up and down the east coast, from Washington D.C. to Charleston, SC.

Personal Info

Alex loves sporting events, live music, and enjoys anytime spent on the boat.

Client Service Advisor

[email protected]

919-452-4713

(919) 452-4713

Megan A Moore CFP®

Investment Services Manager

Office (919) 755-3254
Email

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Megan A Moore

Professional Designations & Licenses

Bachelor of Science in Business Finance from North Carolina State University
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
FINRA Series 7, and 66
Life, Health, Disability, and Long-Term Care Insurance Licenses
Variable Life and Variable Annuity Licenses

Background & Expertise

Megan is the Investment Services Manager for Altius Wealth, having joined the team in 2019. She focuses her time on serving clients investment needs, as well as, supporting in the creation and development of financial plans for clients and their families.

Personal Info

Megan, and her husband, Jeff, live in Raleigh, where she was born and raised. She enjoys reading, spending time with her twin sister, family and friends. On her free weekends, she loves to spend time at the Crystal Coast beaches of North Carolina.

Investment Services Manager

[email protected]

919-755-3254

(919) 755-3254

CFP®

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