Two Separate & Independent Teams

As founder of the practice over three decades ago, Ed's vision has always been to improve the lives of his clients by providing a one-stop financial solution in addition to providing impeccable customer service. A graduate from UNCC,...

After attending Brevard College, Ted's entrepreneurial spirit led him into the business world by starting, operating and selling mutiple restaurants within the Charlotte area. Since gaining an immense amount of business and management...

With over 25 years of investment and financial planning experience, Bryan is a seasoned stock market technical analyst and has been featured in national news reports by...

A graduate of Florida State University, Lisa earned a B.S. in Economics and began her career in the wireless communications industry. She quickly became a star and was entrusted with the task of opening operations in both the GA and NC...

A Drexel University graduate, Barbara earned a B.A. in Architecture and began her professional career working as an architect in both residential and commercial design. Aspiring to build a business, she then went on to own and operate...

A graduate of Virginia Military Institute (VMI), Michael earned a B.A. in history. Upon graduating, Michael began his career as a supervisor of logistics for Norfolk Southern Corporation. While working with and servicing large...

A combat veteran of the United States Army, Ben graduated from UNCC (by way of Appalachian State) with a B.S. in Economics. He began his career in the financial industry at Bank of America Merrill Lynch in 2013. In 2016, he left...