Wealth Advisor/Retirement Specialist
Jim has spent over 20 years working with businesses and individuals to implement retirement and investment strategies. Jim's goal is to help clients manage the assets they spend a lifetime accumulating. He achieves this through...
Robert Shore, CFP®, grew up in Charlotte and has been in the financial services field for over 25 years. He is the past president of the Charlotte Chapter of the Institute of Certified Financial Planners and has....
LPL Registered Sales Associate
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.