Who We Are
Specialized Professionals Who Care
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 R. Samuelson
Vivian L. Huang
Michael W. Becker
Linda J. Swartz
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
JD, LL.M, CLU®, ChFC®
Our Professional Involvement
We are proud sponsors of:
North Carolina Bar Association – Annual Estate Planning & Fiduciary Law Program
ACTEC – American College of Trust and Estate Counsel – Southeast Region
Duke University Estate Planning Conference
Queens University Estate Planners Day
Charlotte Estate Planning Council
Southern Federal Tax Institute
National Christian Foundation
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.