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

New Business Administrator
Marlene Floyd

Marlene Floyd

Administrator

Our Platform

Partners Financial

Since 1992, Morehead Group has been a member of PartnersFinancial, a client-focused community of select life insurance firms. PartnersFinancial 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, and a team of tax, legal, and medical experts to better serve our clients – all while maintaining our entrepreneurial independence.

Our Strategic Resources

Bobby Samuelson

Bobby Samuelson

Life Product Review
President
Tim McFarland

Tim McFarland, JD

PartnersFinancial
Vice President
Advanced Sales
Kristin Bulat

Kristin Bulat, JD LLM

PartnersFinancial
Senior Vice President
Strategic Resources
DuWayne Kilbo

DuWayne Kilbo

MBA, FLMI

Windsor Insurance Associates
Principal
Heather Krohn

Heather Krohn

FALU, FLMI

Windsor Insurance Associates
Senior Underwriter &
Director of New Business
Cindy Davis

Cindy Davis

FALU, FLMI, ACS

NFP – Assistant Vice President
Senior Underwriting Consultant

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.