May 2021

There is so much to love about living in Charlotte, North Carolina. When I sat down to write this article, I had a hard time choosing only a few activities to include, but ultimately I landed on the following seven locations my family and I have enjoyed together over the years.  If you’re lucky enough […]

As financial advisors, my team and I go well beyond just the numbers when leading and providing oversight and guidance to our clients. That’s because your life is about more than just money. It’s a given that we provide top-notch planning and investment management, but if we’re not also helping to improve our clients’ lives,