Giving Back
As avid believers in giving back to the community, we hosted our Holiday Food Drive throughout the 2019 holiday season. We are partnered with LOAVES & FISHES with hopes of helping them provide a week’s worth of nutritious groceries at no cost to people within our community facing economic hardships.
LOAVES & FISHES has a network of 37 food pantries located throughout Mecklenburg County and the people who receive LOAVES & FISHES donations have been referred by human services agencies, clergy, medical providers and school counselors who see firsthand those who struggle in our community. 48% of those served are children. A crises situation such as a medical emergency, job loss, reduced hours or even a major car repair can cause a client to have to make a decision between paying rent or buying food.
C. Shane Gurganus, AIF®
Financial Planner
Andrew King, LUTCF
Financial Planner
Brett DiPasquale
Financial Planner
Larry Jones, CFP®
Financial Planner
Nathan Weir
Investment Advisor Representative
Anne Kleitches, CLU® ChFC® CFP® CPA
Investment Advisor Representative
Daryl Smith
Registered Representative
Karen DeVries
Practice Administrator
Jill Davenport
Assistant
Ashley Howell, AIF®
Firm Supervision Specialist
Chessie Ralston
VP, Marketing
Sharon Loving
Client Service Representative
Shawn Thornton
Team Leader- New Business
Get the information you need anytime anywhere.
Learn MoreWant to know how we help you with your financial goals?
Inflation & Retirement
What to Look for in Personal Finance Apps
Preparing For the Ultimate Vacation