Our People

Cheryl David has 17+ 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 20 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  and Chartered Retirement Planning Counselor (CRPC®), has passed the FINRA Series 7 and 66 exams and has both the NC Life & Health and NC Long-Term Care insurance licenses.