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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
I have been in the investment business since 1985 providing financial advice, service, and answers for clients and their families. Through all kinds of financial markets I have found my greatest joy is the trust and friendship I've...

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Kimberly Mellin is a native of Philadelphia, PA. In March of 2010, she relocated with her family to western North Carolina. Prior to staying at home to raise her son, Kimberly worked in the investment industry for more than 20 years....

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