

Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Income Strategies

Certifications
CFP®
Certified Financial Planner™
Personal Interests
- Reading
- Podcasts
- Music
- Sports Enthusiast
- Outdoor Enthusiast
Request a Consultation
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All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Mon | By Appointment Only |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Mon | By Appointment Only |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Fax
(888) 646-6713Branch Team
- Amy Watt
- Sr. Branch Office Administrator
Branch Team
Office Address
10800 Sikes PlSte 140
Charlotte, NC 28277opens in a new window
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