Broker Check

Our Team

David Foulk

704-247-9495

david.foulk@lpl.com

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

beth.gregg@lpl.com

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

Jim.mccollom@lpl.com

Jim has spent 21 years working with businesses and individuals to implement retirement and investment strategies.  Jim's goal is to help clients preserve and grow the assets that they spend a lifetime accumulating.  

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Lauren Williams

Registered Assistant

704-247-9497

lauren.g.williams@lpl.com

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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 Robert T.Shore, CFP®

704-247-9496

Robert.shore@lpl.com

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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