Broker Check

Our Team

David Foulk


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 ™


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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Lauren Williams

Registered Assistant


Lauren joins our team with vast experience in the financial services industry. With 17 years in the industry, her favorite part is working with clients and creating a strong relationship with each of them so that each client has an...
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