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Who We Are

Specialized Professionals Who Care

Our Team

For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners protect their wealth and wishes. Take a moment to meet us.

Kenneth Samuelson

Kenneth R. Samuelson

Principal
Vivian Huang

Vivian L. Huang

Director of Case Design and Business Development
Kris Balot

Kris Balot

Client Services Specialist
Gloria Otis

Gloria Otis

New Business Administrator
Dawn Faircloth

Dawn Faircloth

Director of Client Relations
Marlene Floyd

Marlene Floyd

Administrator

Our Platform

Morehead Group is a member firm of Valmark Financial Group, a client-focused community of select life insurance firms founded in 1963. Valmark Financial Group bridges the gap between financial product manufacturers and true independent life insurance advisors by creating a unique culture that encourages sharing, innovation, leverage, and objectivity. Membership provides us with access to a wide spectrum of products, underwriting advocacy, shared intellectual capital to better serve our clients – all while maintaining our entrepreneurial independence.

Our Strategic Resources

Michael Amoia Headshot

Michael Amoia

JD, LL.M, CLU®, ChFC®

Valmark
VP, Advanced Sales
Luke Ehinger Headshot

Luke Ehinger

ChFC®, CLTC®

Valmark
Director, Insurance Marketing
Bobby Samuelson

Bobby Samuelson

Life Product Review
President
Eric Johnson Headshot

Eric Johnson

Valmark
VP, Underwriting

Laura Johnson

Valmark
Senior New Business Specialist
Michael Michlitsch Headshot

Michael Michlitsch

CRPC®

Valmark
VP, In Force Insurance Solutions

Our Professional Involvement

We are proud sponsors of:

North Carolina Bar Association – Annual Estate Planning & Fiduciary Law Program

Platinum Sponsor

ACTEC – American College of Trust and Estate Counsel – Southeast Region

Gold Sponsor

Duke University Estate Planning Conference

Presenting Sponsor

Queens University Estate Planners Day

Premier Sponsor

Charlotte Estate Planning Council

Gold Sponsor

Southern Federal Tax Institute

Partner Sponsor

National Christian Foundation

Sponsor

The Story Behind Our Pottery

Our Founder, Bob Culbertson, not only left a professional legacy of excellence in the practice of life insurance, but also developed a passion for the arts as a collector as well as an artisan in the world of pottery. He perfected his craft through over 25 years of education at the Penland School of Craft. His life, legacy and artistry live through his pottery as well as the influence that continues to shape Morehead Group.   

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