Charlotte, Greenville and Atlanta Headquarters
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13777 Ballantyne Corp PL Ste 225
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Charlotte, North Carolina 28277
Charlotte, NC, Greenville, SC and Atlanta, GA Headquarters
We strive to be a lighthouse to our community by illuminating the path and charting the course for our financial professionals to grow and thrive.
Our team encourages you to maximize your potential to be light in your community by supporting the processing of your business and providing a culture focused on success and significance.
We believe that excellence is the result of three key ingredients. The first is an Engaged community of professionals, encouraging and cheering for one another. The second is Education in cutting-edge financial strategies, as well as, routinely sharpening the axe. The third is an Elevated support team that does the heavy lifting to get your business processed quickly and efficiently.
LET'S TALK
Let’s have a conversation to see if we’re a good fit for you and your practice.
704-362-6787
News and Events
Get to know us
Tomas H. Parks, Ph.D., CLU, ChFC
Managing Principal & Special Needs Planner
Dr. Tomas “Thor” Parks, DBA
Operations Manager
Bryan C. Woodell, Sr.
Managing Director
Kevin P. Taylor, LUTCF
Director, Business Development
Morris Gibson
Director of Development
KariMarie Rossignol
Director of Operations – Charlotte
Al Dickens, III
Director of Leap Training
Gwenn Kessler
Sr. Field Associate
George Beck
Securities Coordinator
Stephen Grant, CLU
Business Development Director
Robin Slater
Director of Operations – Atlanta
Georgia and the Carolinas
Firm Services
Engage, Educate, Elevate
Our Commitment to You
Excellent Practice Management
Our specialty is partnering with you, from case design to delivery, so that you can do what you do best, focus on your clients.
Our Values
Excellence in Performance as Defined by a Commitment to
- Integrity
- Interdependence
- Impact
- Influence
- Independence
- Passion
- Purpose
- People
- Planning
- Paradigm
Lighting the Way
If you’ve been fighting the good fight, building your business alone, without the support of a strong team, consider availing yourself of the resources we provide so that you can shine brighter in your community. You can illuminate the path for even more people, protecting them against the unforeseen obstacles in life.
