8832 Blakeney Professional Drive
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Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Scott Davis is very much the "All-American" guy. He was born on the 4th of July, and played pro-baseball after he graduated from Adelphi University. More importantly, Scott’s personal and business ethics are grounded in a deep...
John Williams has remained accountable to the values he learned while growing up in a small North Carolina town. As an Eagle Scout, he developed principles that guide him in serving his clients to this day. His sense of community...
Lance Barnhardt is passionate about helping people make smart financial choices so they can lead more productive and fulfilling lives. Lance believes the planning process should be simple, enjoyable, and inspiring. Nothing makes him...
Client Service Representative
After receiving her Bachelor of Science degree in finance from Bradley University in Peoria, IL, Michelle spent 17 years with AXA Financial specializing in the administration of life and annuity products. She holds the Chartered Life...
Priscilla received her Bachelor of Arts degree from Belmont Abbey College in 2000. She started her career in health insurance in 1994 in the HMO industry, working in both the public and private sectors, and brings an variety of...
Emma is our firm's administrative assistant. She received her bachelor's of science degree from Queens University of Charlotte in 2015. She has been a competitive ballroom dancer for nine years and is an accomplishment harpist. Emma...
Patti is responsible for operations and client service. She has over 15 years of executive experience and spent several years as an operations assistant on a fixed income group trading desk. Patti graduated from Gaston College with a...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.