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Our Team

One team. One mission.

Roger McDonald

Roger McDonald

Wealth Advisor

(704) 366-5086 (voice only)

Delaine Kreshon

Delaine Kreshon

Client Services Specialist

(704) 366-5086

Pam Roberts

Pam Roberts

Client Services Specialist

(704) 366-5086

Are You Ready?Take The First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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