Our business is relationship focused and we take this seriously. Because of this, our team makes every effort to build on those relationships in an effort to provide a client experience that provides you with the confidence that you are working with the right firm.
Tom Dumas, CFP®, ChFC®, RICP®
Financial Representative
(704) 554-6073
Successfully planning retirement takes time, resources and effort. Whether you are accumulating assets or considering how to monetize those that you have, my team and I have the experience to help you.
Rick Burger, CPA®
Investment Specialist / Financial Professional
(704) 554-6073
Understanding the life cycle of a business is critical. From concept to transition, efficiencies through thoughtful planning and surrounding yourself with the right people positions you to maximize your efforts.
Michael Acosta, CFP®, ChFC®, CSLP®
Financial Representative
704-554-6073
As a young professional, I know the pressure that cash flow has on building a successful balance sheet. Understanding how to create behaviors and where to start the planning process is what leads to long term success.
Lang MacBain
Financial Representative
Successful business owners work not only in the business but on the business. Implementing a strategy to realize the vision that supports lifestyle and legacy goals for your family, employees and community requires commitment to a plan.
W. Andrew Harris, CExP, RICP®
Financial Professional
(704) 554-6073
Business owners have a unique set of issues. Outcomes are never certain so making sure that your business plan is coordinated with your personal plan is where we see successful entrepreneurs spend time and energy.
Derrick Hector
Financial Representative
Entertainers and Professional Athletes are unique. They have a specialized set of skills that have been developed which may provide opportunities many only dream of. Understanding how to capitalize on these talents is where I can help.
Jaime Grewell
Client Relations Manager
(704) 554-6073
Jaime supports the team's planning efforts and is the initial point of contact for many client service matters. She has a Life and Health insurance license; is a Notary Public of North Carolina; and joins us with 14 years of experience...
Sarah Madden
Business Development Associate
Sarah supports the team's investment operations through client onboarding and servicing. Sarah has obtained master's degrees from the University of Georgia, as well George Mason University.

Client Centered
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.