Located at
110 South Main Street
Mount Airy, N.C.
(336) 783-0177
Small Town Values. World Class Service.








About Us

Perkins & Associates , a benefits and insurance consulting firm established in 2004, helps individuals, seniors, families and companies optimize their health, life and long term care insurance options. We combine personalized service, objectivity and expertise in providing advice and imaginative solutions to clients. We pride ourselves on our creativity, and promise to leave no stone unturned in finding the right solutions for you.

We have seen tremendous growth since our inception and I am happy to share with you our formula for that growth. We depend on the referral of business to us by our existing clients and the other professionals on their financial team to fuel our growth. Because of that we have to be single mindedly dedicated to the experience that we provide to our clients through depth of knowledge and objectivity in the services that we offer. We think you will discover that you do not want to be without us nor will you want your family, friends, or associates to be either.

One solution does not fit all and therefore, we strive to find the best individual solution for YOU as our client. The process begins with a face-to-face interview to assess your needs and answer your questions. This one-on-one interview includes an in-depth out of pocket analysis and comparison done without fees for this service. This comparison is not influenced by outside loyalties or commissions.



Our Staff



Greg Perkins
CLU, ChFC, CFP
Chief Executive Officer
greg@perkinsfinancial.org

Greg is President and CEO of Perkins & Associates. His working career began in the textile industry which provided him with an outstanding set of management and organizational skills that would serve as a strong foundation for what lay ahead. After the devastation of the textile industry in this area, he found himself exploring new ground that led him down a path to the insurance industry.

He began working toward a dream of owning his own company and serving the community he dearly loves. He started his own company in 2004 and set a goal of operating his business with the utmost integrity and unmatched commitment to his clients.

He also believes it is paramount that he operates with an exceptional level of expertise in his field. As a result, he holds numerous highly recognized industry designations that attest to his level of expertise and also his dedication to staying current on insurance and financial topics. He currently holds a Chartered Life Underwriter (CLU) designation, Charter Financial Consultant designation (ChFC) and Certified Financial Planner designation (CFP). He is also a graduate of Mount Airy High School and North Carolina State University where he holds a B.S. in Business Administration.

He has served the Mount Airy community in a variety of organizations. He has served on the Greater Mount Airy Chamber of Commerce Board of Directors and was Chairman in 2007. He has been a member of Mount Airy Rotary since 2008 and was Rotary President in 2012-13. He has served on the Board of Directors for the Tourism Development Authority and was Chairman in 2013. He has served on the Board of Directors for the Mount Airy Museum of Regional History, Habitat for Humanity and the Mount Airy/Surry County Airport Authority.

He currently resides in Mount Airy with his wife, Julie, and two children, Owen and Olivia.



Julie Perkins
Group Benefits Specialist
julie@perkinsfinancial.org

Julie serves as Vice President of the Employee Benefits Division for Perkins & Associates. Her career began in the Human Resources field where she served as a strategic business partner to a variety of industries throughout a 15-year span of time.

During her human resources career, she was responsible for overseeing benefit packages for the companies where she worked. She gained insight in the challenges faced by companies to offer competitive benefits to attract and retain good employees while staying within budget constraints. She now focuses on providing solutions to companies who are in this same situation. She operates with a great tenacity in order to find the best fit for companies and focuses on providing an outstanding level of customer service to her clients.

She is a graduate of East Surry High School, Surry Community College and Gardner-Webb University. She is a certified Professional of Human Resources (PHR) and is a member of the Society of Human Resources Management (SHRM).

She has been very active in the Mount Airy Community serving on the Board of Directors for the Greater Mount Airy Chamber of Commerce and was the Chairman in 2015. She has volunteered for Habitat for Humanity, Surry Arts Council, Mount Airy Museum of Regional History and United Fund.

She lives in Mount Airy with her husband, Greg, and two children, Owen and Olivia.


Tammy Adams
Office Manager, Insurance Specialist.
tammy@perkinsfinancial.org

Tammy has served in the role of Office Manager for Perkins & Associates since 2011. She juggles her responsibilities of managing the office processes and procedures while interacting with clients on a face-to-face basis and via the telephone. She handles complex medical insurance issues with a calming patience that puts our clients at ease. She displays a true sense of empathy in relating to our clients and assists them with great compassion and integrity.

She has extensive banking and tax services experience which she has utilized in working with clients and helping them understand how the insurance industry intertwines with other business aspects of their lives. She also has a soft spot for military veterans as her husband, Gary, is a U.S. Navy disabled veteran. Due to this close tie to the military, she has a first-hand knowledge of procedures and protocol as it relates to benefits and medical services.

Aside from her working experience, she is a graduate of North Surry High School and pursued a degree in Business Administration and Management from Surry Community College. She is certified in Microsoft and Microsoft Access.

She currently lives in Cana, VA with her husband and two children, Katie and Jacob.




Katie Adams
Media Specialist
katie@perkinsfinancial.org

Katie began her career at Perkins & Associates serving in a part-time capacity before joining as a full time employee fulfilling a media specialist role that is vital to our marketing operations. Her responsibilities include website maintenance and monitoring social media cites for optimal exposure. She also serves in a support role to the President of the company. She is responsible for complex tasks which require her to have exceptional communication skills as well as being extremely organized. She is eager to assist other team members with duties that will allow her the opportunity to learn new skills and gain knowledge to help her grow with the company.

She is a graduate of Carroll County High School and currently holds three associates degrees from Surry Community College; Accounting, Business Administration and Arts & Science. She has also obtained her Microsoft Certification. Her experience in sitting with an elderly patient for several years led her to pursue her career in assisting Medicare eligible individuals.




Mike Marion
Individual Insurance Specialist
mike@perkinsfinancial.org

Mike is a graduate of Mount Airy High School and NC State University. He has 18 years of corporate experience that includes operations/manufacturing, engineering, marketing and sales. During his corporate years he traveled to China, India, Thailand, Turkey, Mexico, Honduras and most of the USA.

In 2012, he joined Perkins & Associates as an independent insurance agent assisting clients with their insurance needs. He continuously studies the insurance industry to ensure he stays up-to-date on current regulation and changes with the insurance carriers. He enjoys meeting with his clients and offering solutions to fit their needs.

He is active in the Mount Airy community having served on the Habitat for Humanity Board of Directors and coached sports teams through Mount Airy Parks and Recreation and Mount Airy High School. Currently, he proudly and eagerly serves on the Mount Airy School Board for the Mount Airy City School System.

He resides in Mount Airy with his wife, Laura, and two daughters, Audrey and Carrie.








Peace of Mind
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Located at
110 South Main Street
Mount Airy, N.C.
(336) 783-0177



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