About Traverse Partners.

We are different. Traverse is a non-traditional firm with fundamental differences in our structure, strategy and integration. If you are looking for a partner that is always engaged, continuously tracking and actively involved in growing and protecting your money, consider us.

With Traverse Partners you not only get an independent advisor, you get a team of independent advisors.

Co-founded in January 2006, by James Yates and Eric Hutchby, Traverse Partners is a group of well-rounded people with a wealth of experience in financial services.  They are as committed to your success as they are to their families and their community.  
Eric Hutchby, Co-founder and Retirement and Estate Planning Strategies
Eric is an Appalachian State University alumnus, where he was a member of the Pi Kappa Alpha fraternity and an avid skier. Eric is an active member of the Mooresville/Lake Norman Rotary Club and has as a board member and committee chairperson on an extensive list of service-oriented organizations including Habitat for Humanity, Health Reach Community Clinic, Iota Psi Alumni Foundation, National Multiple Sclerosis Society, Charlotte Chamber of Commerce, Financial Planning Association, and World Span Ministry.   
Pete Walton, Portfolio Architect 
Pete had a unique upbringing around the world, including Guam, the Philippines, Korea, Hong Kong, and Taiwan before attending Hammond School in Columbia, SC. He graduated from Elon University with a B.S. in Marketing and Finance in 2003, and later earned his MBA from Duke University Fuqua School of Business. Pete lives in Concord, NC, with his wife Bethany and their two children.  When he is not advising his clients, Pete enjoys attending Davidson United Methodist Church with his family, competing in triathlons, woodworking, and cheering on the Virginia Tech Hokies in college football.
Niki Smith, Head of Operations/Financial Advisor
Niki was her high school valedictorian before going to earn a BS in Business Administration from Gardner-Webb University. She put her accounting and management expertise to work in the retail industry for 13 years, before turning her focus to financial services.  Niki worked as an advisor with Thrivent Financial for Lutherans prior to joining Traverse Partners in 2008. Niki is an active member of Restoring Hope Foursquare Church in Dallas, NC.  

Traverse Partners
150 Fairview Rd.
Suite 105
Mooresville, NC 28117

P 704.663.2030
F 704.663.2270