13777 Ballantyne Corp PL Ste 225
Charlotte, North Carolina 28277
Our Firm
We believe that excellence is the result of three key ingredients. The first is an Engaged community of professionals, encouraging and cheering for one another. The second is Education in cutting-edge financial strategies, as well as, routinely sharpening the axe. The third is an Elevated support team that does the heavy lifting to get your business processed quickly and efficiently.
Staff
Managing Partner & Special Needs Planner
Senior Partner & Director of Talent Development
Managing Director
Senior Partner & Director of Agency Development
Director of Development
Director of Operations – Charlotte
Senior Partner & Director of Leap Training
Sr. Field Associate
Securities Coordinator
CLU, Insurance Specialist
Recruiting Coordinator
Director of Operations – Atlanta
Firm Services
Excellent Practice Management
Our specialty is partnering with you, from case design to delivery, so that you can do what you do best, focus on your clients.
Excellence in Performance as Defined by a Commitment to
If you’ve been fighting the good fight, building your business alone, without the support of a strong team, consider availing yourself of the resources we provide so that you can shine brighter in your community. You can illuminate the path for even more people, protecting them against the unforeseen obstacles in life.