Broker Check

Our Team

Todd Curry, MBA, CFP®

Wealth Planner

(704) 360-5073

(704) 360-5120

Todd is an experienced wealth advisor who takes a personal and proactive approach with his clients. He is motivated by genuine concern for their families and their financial well-being.

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Theresa Rutz

Operations Manager

(704) 360-5074

(704) 360-5120

Theresa’s passion is helping our clients and treating them like family. She manages day to day operations and compliance and is the first point of contact for us.

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David Curry FPQP™




David is the newest member of our team! As a Paraplanner, his role is to support all aspects of the planning process and provide detailed analysis and research to our planners. 

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Health + Wealth

Learn how your personal health can impact your finances during retirement.

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Risk Quantified

Discover your personal Risk Score and rethink how you view your investments.

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A Closer Look

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