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Kyle draws on his broad base of knowledge and decade of industry experience to provide quality advice to clients throughout the comprehensive planning process. As a CERTIFIED FINANCIAL PLANNER™ Professional, he works closely with clients to help them understand how they are financially positioned to work toward important life goals. Kyle lives in the Madison area with his wife, Jenny, and daughters Marah and Avery.

Initially, Larry was headed toward the ministry, but his career path changed when he discovered an aptitude for business and management. He has held positions as an accountant, city manager, vice president and chief financial officer of a private college, and chief financial officer of a Canadian startup firm.

As a financial advisor, Sarah guides clients in regard to financial planning, investment advisory services, and tax planning. She enjoys working closely with her clients to help them define and develop a plan for pursuing their financial goals. Her clients cover a broad spectrum of age and area of focus. She knows that entrusting an advisor with assets you’ve worked a lifetime to accumulate is a very big decision.

After serving many years as a pastor in a local church, Ben joined the financial services industry. He enjoys helping his clients focus on not only their return on investment but also their return on life. He believes that return on life is the best scorecard to use when managing money because “our lives are not about making money, our money is about making a life.” He strives to help his clients manage their money well by giving them the tools to save more, grow more, and give more.

Cindy focuses on helping her clients through the financial planning process and enjoys forming long-term, personal relationships with those she works with. She works closely with her clients, ranging from young professionals to retirees, to help define, monitor and work towards their financial goals. She lives in Charlotte with her husband Adam and their sons Roman and Vince. She and Adam enjoy traveling, hiking and cheering on the VT Hokies. Contact Cindy at (704) 409-2594

Terrell serves his clients by helping them to see the right perspective, which is based on tried-and-true principles. These provide the foundation for every plan and are used to map out a financial course of action that focuses on the details that matter. Terrell has learned that each client presents unique details, concerns, and financial complexity. Because of that, he devotes time and intentionality to each relationship.

Steve works closely with his clients to help them define their financial goals, and develop a “road map” for working towards those goals. His clients cover a broad spectrum in age and area of focus. For retirees and near-retirees, he focuses on replacing income during the retirement years and preparing for the long-term legacy they want to leave for their families. For younger clients, he focuses long term savings for retirement goals and college education.

Brian has worked in the financial advisory and planning arena for over a decade. He is dedicated to helping individuals and families grow and preserve their wealth, focusing on retirement planning, investment management, tax planning, and estate planning. Known for his personal approach, Brian excels at simplifying complex financial concepts, making them accessible and understandable for his clients.

Lynne has been in the financial markets since college when she took her first student loan, invested it and never looked back! She began her professional journey in Information Technology as a Software Engineer and Technical Leader. She quickly rose up the ranks and in the early 1990’s, she decided to launch an IT consulting business in the Washington DC metro area. While running her company as CEO, Chief Architect and Principal Consultant, she also enjoyed doing all the qualified retirement