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Our Team

Todd Curry, MBA, CFP®

Todd Curry, MBA, CFP®

Wealth Manager

(704) 360-5073
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Todd Curry is a distinguished professional in the financial services industry and leverages his knowledge to provide his clients with advice to help them live their fullest second halves. Learn more about Todd: Who is your hero and...

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Paul Brown

Paul Brown CRPC®

Wealth Manager

(704)-912-5088
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For the past 17 years, Paul Brown has been helping families envision and create their own personal retirement story by connecting their wealth to a clear financial plan. Paul focuses his practice on educating and empowering individuals...

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Theresa Rutz

Theresa Rutz

Operations Manager

(704) 360-5073
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Theresa Rutz has many years of experience in financial services and other client service positions. She holds an AAS degree in Computer Science from Alfred State College. More about Theresa: Who is your hero? And why? My Aunt Arlene as...

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