Our Qualifications

Jeff and Gary have been working together for over 9 years.  Jeff has been in the financial services business for more than 40 years and Gary has owned several businesses in the Charlotte area prior to partnering with Jeff.

Each of our agents has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.