Broker Check

Our Team

David Foulk

704-247-9495

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David uses his financial background and reasoning skills to help clients address important decisions impacting them, their families and their businesses. His focuses include preservation and replacement of income streams, planning for...
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Elizabeth Gregg, MBA, CDFA ™

704-247-9494

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Elizabeth Gregg, a native of Charlotte, has been helping business owners and individuals in the community since 1998. A former benefits manager for a large textile company, Elizabeth holds an MBA from Kenan-Flagler Business School at...

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Jim McCollom

704-247-9493

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Jim McCollom has 20 years of experience in the financial services industry. Prior to joining the financial field, Jim played 5 years of professional baseball with the California Angels. He now works with businesses and individuals to...
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 Robert T.Shore, CFP®

704-247-9496

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Robert Shore, CFP®, grew up in Charlotte and has been in the financial services field for over 25 years. He is the past president of the institute of Certified Financial Planners and has been on the Board of Directors of the...
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