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.



Meet Our Experienced Team

Andrew King

Andrew King, LUTCF

Financial Planner

Brett DiPasquale

Brett DiPasquale

Financial Planner

Larry  Jones, CFP®

Larry Jones, CFP®

Financial Planner

Nathan Weir

Nathan Weir

Investment Advisor Representative

Anne Kleitches

Anne Kleitches, CLU® ChFC® CFP® CPA

Investment Advisor Representative

Daryl Smith

Daryl Smith

Registered Representative

Karen DeVries

Karen DeVries

Practice Administrator

Ashley Howell, AIF®

Ashley Howell, AIF®

Firm Supervision Specialist

Chessie Ralston

Chessie Ralston

VP, Marketing

Sharon Loving

Sharon Loving

Client Service Representative

Shawn  Thornton

Shawn Thornton

Team Leader- New Business

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