Charles was born and raised in Charlotte, NC. He grew up in the insurance industry and has spent his entire career in strategic estate planning, focusing on intergenerational wealth transfer for high net worth families.
Understanding that each client has a different set of circumstances, Charles has built a reputation for his ability to provide unique, effective solutions for families across the country. An independent, carrier agnostic view has provided great insight for those he has worked with through the years.
Charles and his wife Katherine have three daughters and live in Charlotte. The high school sweethearts attended The University of Mississippi where Charles graduated top of his class with a degree in Economics and Finance with a specialty in Risk Management and Insurance
When not in Charlotte, Katherine, Charles and their four girls love spending time in the North Carolina mountains and at their family beach home in the southern NC.
Email: email@example.com Office: 704-650-0930
Court has been featured in and interviewed by The Wall Street Journal, MSN Money, Dow Jones, and Nerd Wallet for his background and expertise in finance. He is an Ivy League graduate from The University of Pennsylvania, where he majored in Economics, Philosophy, and Politics. His insight and knowledge of how insurance fits into a client's financial plan stems from over a decade of work as a fee based financial advisor with a specialty in insurance planning.
Prior to his work as a financial advisor, Court was an analyst at the Global Financial Services Center where he worked for the US Embassies in Western Europe, Africa, and South America.
Outside of work Court loves to paddleboard, golf, spend time with his family, and travel. Court, his wife Natalie and their son and daughter live in Charleston, SC.
Michael has his MBA in Finance from The University of Denver – Daniels College of Business. Since 1990, he has been advising institutional investors, High Net Worth clients, and Family Offices on their complex investment and financial planning needs. He works with his clients to help implement insurance products to maximize wealth transfer and protect against unnecessary taxes or the need to sell of business holdings, investment assets, or real estate.
Michael and his wife Lisa have lived in Wilmington for over twenty years, with their four children. When possible, he enjoys traveling with the family, playing golf, and skiing.
Chris has spent the majority of his finance career in banking in both North America and Europe. During this time his focus was primarily on the automation and software.
From his experience he gained exposure to and grew an affinity for wealth management strategies.
This experience led him to shift his focus towards personal planning where he spends all of his time working with high net worth, ultra-high net worth and business owners.
His time is spent helping with wealth and growth strategies for his clients who rely on him for this important work.
Chris and his wife Ashley and their 2 children make their home in Wilmington North Carolina where they enjoy the community and friendships there.
Email: firstname.lastname@example.org Office: 910-398-6405
As a Certified Family Business Specialist (CFBS), Scott brings a wealth of insight and business related experience to our clients. In 2009 Scott founded a financial services company helping business owners with their insurance needs and wealth transfer goals.
Starting his career as an Optometrist, and then owning and selling multiple companies throughout his career, he developed a unique understanding and expertise for the complex financial planning needs of business owners. Scott subsequently founded and owned a real estate development company and a property management company furthering his insight into the most advanced solutions in the financial marketplace.
In his time away from the office, Scott enjoys traveling, golfing, biking, and other outdoor activities. Scott played football at Arkansas State University and met his wife Tammie there. They have two daughters and enjoy spending time together with the family when time and schedules allow.
Dr. Scott Mcdonald
As the head of our West Coast support team, Susan plays an integral part in the design and implementation of the insurance strategies we help clients implement.
Working with numerous carriers, she facilitates and coordinates obtaining the most up to date carrier information, product design details and insurance trends to ensure we have the most advanced details and updates available.
Originally from Kentucky, she is a huge basketball fan so in March you will find her cheering on her Wildcats during the tournament.