Cheryl David has 30+ years of experience helping North Carolina families create estate and financial plans that protect their legacies and loved ones. She is a graduate of UNC-Chapel Hill, the University of Baltimore School of Law, and the prestigious Trial Lawyer's College presided over by Gerry Spence. A former Administrative Judge, Cheryl is certified as an Estate Planning Law Specialist by the ABA accredited Estate Law Specialists Board, Inc.  Her professional capabilities and years of experience have benefited over 4,500 clients and their families.  She has passed the FINRA Series 7 and 66 exams and has both the NC Life & Health and NC Long-Term Care insurance licenses.

Linus is a CERTIFIED FINANCIAL PLANNER^TM professional that believes in helping clients achieve peace of mind through smart financial decisions. He looks at the complete financial picture of a client's situation in order to determine and make the best recommendations for their individual goals and needs. Linus' clients will benefit from having comprehensive legal, tax, and financial advice under one roof.  He graduated from Davidson College in 1982 with a BS in chemistry. He worked as a forensic scientist prior to starting his own financial planning company. He has proudly served the needs of his clients for over 30 years.

Logan helps his clients visualize and achieve their financial goals through a holistic, individualized planning approach. He is a graduate of Furman University in Greenville, South Carolina.  Logan is also a Military Intelligence Captain of the South Carolina Army National Guard. He is a CERTIFIED FINANCIAL PLANNER^TM professional, has passed the FINRA Series 7 and 66 exams, and has both the NC Life & Health and NC Long-Term Care insurance licenses.

George McClanahan serves as Client Services Coordinator for Wisdom Wealth Care.  He leverages his knowledge from over ten years of experience working as a CPA in the insurance, retail, and manufacturing industries to help his clients achieve their goals.  He endeavors to provide a comprehensive, solutions-focused approach, that treats each client as an individual and begins with an understanding of their unique risks, opportunities, and goals. George holds a BS in Accounting from North Carolina State University and a MS in Accountancy from Wake Forest University.

Justin Plummer assists families throughout North Carolina and Virginia with navigating the creation and administration of estate plans in order to maximize wealth transfers while minimizing taxes and other legal consequences. In addition to being licensed to practice law in the State of North Carolina and the Commonwealth of Virginia, Justin is also licensed as an Accredited Estate Planner and Estate Planning Law Specialist (AEP®, EPLS) by the ABA accredited Estate Law Specialists Board, Inc. He is a graduate of Appalachian State University (B.S. in Psychology and B.S. in Political Science/Pre-Law) and the Appalachian School of Law (Virginia). Having a vast background in estate planning with the addition of holding a FINRA Series 7 and 66 licenses as well as a NC Life Insurance License gives Justin a unique perspective when advising families on the creation and preservation of family wealth for the future.

Melina Whitlock serves as a Client Services Coordinator for Wisdom Wealth Care. She is a graduate of Salem College with a BS in Biology and Biochemistry and a minor in Mathematics. She has a diverse background, serving as a scientist, teacher and fintech software engineer. This allows her to bring a unique perspective and analytical mindset to the client services role. Melina leverages her diverse background to solve complex problems, connect with people and enhance the client experience.