

Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Charitable Giving

Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Martial Arts
- Karate
- Hiking
- Community Outreach
- History and Museums
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 02:00PM |
Mon | 08:00AM - 02:00PM |
Tue | Closed for Holiday |
Tue | Closed for Holiday |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 02:00PM |
Mon | 08:00AM - 02:00PM |
Tue | Closed for Holiday |
Tue | Closed for Holiday |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Fax
(866) 462-1798Branch Team
- Elisa Bailey
- Sr. Branch Office Administrator
Branch Team
Office Address
6100 Fairview Road Ste 103Charlotte, NC 28210opens in a new window
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