Meet Your Team

Partner photo

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


Email

Read Bio

Parks Barnhardt , CFA®

Investment Operations Associate

Office 704-365-2014


Email

Read Bio

Planning

Sydney Cross

Planning Associate

Office 704-442-4410 ext. 4


Email

Read Bio

Davis Dunn

Planning Assistant

Office 704-442-4410 ext. 1


Email

Read Bio

Kathryn Harclerode

Planning Assistant

Office 704-365-2014


Email

Read Bio