Get to know us.

We serve families and businesses in the Charlotte metro area and beyond. 

If you have questions or would like to schedule an appointment, call 704-494-8063.

If you prefer, use the convenient links below to access Kevin's calendar and plan your meeting in a few simple clicks. 

Schedule a phone or video conference.

Schedule a financial plan review.

Photo of Wealth Management Advisor Kevin Randall

Kevin Randall

Wealth Management Advisor

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Photo of Operations Manager Lindsey Dudley

Lindsey Dudley

Operations Manager

Photo of Director of Marketing and Communications Jessica Randall

Jessica Randall

Director of Marketing and Communications