Charlotte, North Carolina

Corporate Office

11610 N Community House Suite 100 Charlotte NC 28277

Monday - Thursday9am - 5pm

Friday9am - 2pm

Saturday - SundayClosed

Charlotte, North Carolina
Charlotte, North Carolina

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11610 N Community House Suite 100 Charlotte, NC 28277

Charlotte, North Carolina

Our Team

Financial Advisor

Portfolio Managers

Advisor Services

Paul Durso

President & Founder

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Financial Advisor

Compliance

Portfolio Managers

Charles B. Bowers, Jr.

Financial Advisor

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Financial Advisor

Advisor Services

Kyle Morgan

Financial Advisor

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Financial Advisor

Niki Erb

Financial Advisor

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Operations Officer

Tyra S.

Operations Officer

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Operations Officer

Client Services

Advisor Services

Kimberly Townsend

Operations Manager

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Client Services

Janet Dustman

Executive Administrator

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Product Manager

Bryan Dustman

Product Manager

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