CONTACT

FIND US HERE

6115 PARK SOUTH DRIVE, SUITE 200 | CHARLOTTE, NC 28210
PHONE: (704) 552-8507 | FAX: (704) 554-6073

Jeff Howard, ChFC®, RICP®, CExP®

Financial Advisor/Team Lead
Phone: 704-552-8507 ext. 818
Fax: 704-554-6037
[email protected]

David Taylor, ChFC®

Investment Specialist
Phone: 704-552-8507 ext. 801
Fax: 704-554-6037
[email protected]

Jonathan Lindner, CFA®, CFP®

Investment Specialist/Financial Advisor
Phone: 704-552-8507 ext. 842
Fax: 704-554-6037
[email protected]

Patrick Galvin, CFP®

Financial Advisor
Phone: 704-552-8507 ext. 836
Fax: 704-554-6037
[email protected]

Rick Addis

Benefits Specialist
Phone: 704-572-1121
Fax: 704-554-6037
[email protected]

Denise Hudson

Medical Insurance Specialist
Phone: 704-552-8507 ext. 881
Fax: 704-554-6037
[email protected]

Melissa McConnell

Advisor Support Specialist
Phone: 980-235-7859
Fax: 704-554-6037
[email protected]

Tyler O’Donnell

Phone: 704-552-8507 ext. 862
Fax: 704-554-6037
[email protected]