Our Team

Our specialized firm offers a wide array of knowledge and experience.

 

Marty Burch , CFP®, CLU®

Partner and Private Wealth Advisor

Office 704-442-4513


Email

Eric J. Wisotsky , ChFC®, CASL®, MBA

Partner and Private Wealth Advisor

Office 704-442-4470


Email

Jim McManus , CFP®, ChFC®, CLU®, MBA

Partner and Private Wealth Advisor

Office 704-442-4435


Email

Clay Robinson

Associate Private Wealth Advisor

Office 704-365-2014


Email

John Cameron Evans

Associate Private Wealth Advisor

Office 704-442-4435


Email

Melanie M Wilder

Associate Private Wealth Advisor

Mobile 804-477-4409


Email

Sam Robinson

Financial Planning Associate

Office 704-365-2014


Email

Becky Huffman

Associate Financial Representative

Office 703-539-6800


Email

Katelyn G Shelton

Director of New Business

Office 704-251-7349


Email

Jessica Thomas Giddens

Director of Client Experience

Office 704-365-2014


Email

Jeff Gluck

Associate Financial Representative

Office 704-365-2014


Email