Office Locations: Charlotte

I love being a financial servant, helping others plan, manage, and give away the money they steward.

Thomas Talbott

Financial Advisor

I`ve been with the firm over 14 years. The vision of the firm is so powerful and I`ve seen the results in the lives of our clients.

Carol Jackovich

Personal Financial Advisor

My first meeting with a client is sitting down and asking the question, 'What's most important to you?' because it's about legacy not numbers.

Sherry Teat

Financial Advisor

Life is complicated.  Does your financial life have to be?  First we listen, then we bring answers to questions, clarity to confusion, and ordered steps to achieve your plans.  The result is peace of mind.

Pete Davidsaver

Sr. Financial Advisor

We cannot control the events of life, just our response to those events.

Bob Stoddard

Managing Director

The principal focus of a great financial planning and investment management strategy is to buy time: time to make lasting investments in family and friends, and time to pursue your life`s passions.

Roby Kotcamp

Sr. Financial Advisor

Our clients value our team approach where they can come to our firm and have the full financial picture understood and taken care of all in one place.

Lori Davis

Tax and Financial Advisor

Helping clients take action, bringing peace of mind, and leading them to becoming financially free is what drives our team.

Greg Gilbert

Sr. Financial Advisor

Money is often a source of anxiety in people’s lives. My goal is to help each client achieve peace of mind regarding their financial decisions. This is accomplished by helping them apply the biblical principles of finances to their unique situations.

George Andrews

Managing Director

It does not matter how much or how little you have, everyone deserves to receive good advice

Jamey Gibson

Personal Financial Advisor