Who We Are
We are a team of financial planning professionals dedicated to helping individuals and families navigate their financial lives with confidence. Serving clients throughout the greater Fort Mill and Charlotte region in South Carolina and North Carolina, we focus on building long-term relationships rooted in trust, clear communication, and collaboration.
Our coordinated approach brings together financial planning, investment management, retirement strategy, tax awareness, and risk management. By working as a team, we are able to provide consistent guidance while tailoring every plan to each client’s unique goals, values, and stage of life.
Gary Blount
Wealth Advisor
Maxwell McArthur, CRPC®
Wealth Advisor
Mark Reynolds
Wealth Advisor
Elise Stanford
Executive Assistant
Elise joined Gary’s team in December 2017 after graduating from the University of North Carolina at Charlotte. Believing one of the highest privileges in life is to build great relationships, she has devoted herself to hospitality...
Janine Bennis
Client Services Associate
Janine joins the team with a background in medical sales and is currently on the path to becoming a wealth advisor. Over the years that she worked in medical sales, she has honed her skills in understanding complex needs, delivering...