Our Team
Todd Curry, MBA, CFP®
Wealth Planner
(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.
Paul Brown, CFP®, CRPC®
Wealth Planner
(980) 272-0787
Paul is a seasoned wealth advisor who is passionate about helping a select group of successful families and professionals make the most of their wealth through focused planning and sound guidance.
Theresa Rutz
Operations Manager
(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.
David Curry FPQP™
Paraplanner
704-360-5120
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.
Health + Wealth
Learn how your personal health can impact your finances during retirement.
Risk Quantified
Discover your personal Risk Score and rethink how you view your investments.