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Our Team

Andrea Kovacs Wolf, MBA

Wealth Manager, Financial Planner


Andrea Kovacs Wolf has spent her entire career in the finance industry since 2015. She began her career as a Finance Management Analyst at Bank of America and also worked for Wells Fargo as a Mergers & Acquisitions Investment Banker....

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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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