Meet Your Team

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Our team is comprised of passionate, experienced, and specialized individuals curated to serve clients who dream as big as we do.

We approach financial planning as a team, with every perspective helping us build a stronger plan with better outcomes for our clients. When you work with one of us, you're working with all of us.

 

Implementation

Jennifer Cothern

Director of Insurance Operations and Services

Office 704-442-4410 ext. 3


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Parks Barnhardt , CFA®

Investment Operations Associate

Office 704-365-2014


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Planning

Sydney Cross

Planning Associate

Office 704-442-4410 ext. 4


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Robert Davis Dunn

Planning Assistant

Office 704-442-4410 ext. 1


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Kathryn Harclerode

Planning Assistant

Office 704-365-2014


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