Broker Check

Charlotte, NC

6115 Park S Dr Suite 200,

Charlotte, NC 28210

Monday-Friday: 8:30am – 4pm
Saturday-Sunday: By Appointment

Phone: 704-552-8507
Fax: 704-554-6073

Email Us

Sarah Hampton

Sarah Hampton

Brokerage Manager / DI Specialist

Andy Harris

Andy Harris

Financial Advisor


Becky Thompson

Becky Thompson

Head of Talent Acquisition

James M. Matthews, CFP® , RICP®

James M. Matthews, CFP®, RICP®

Financial Advisor | Director of Wealth Management