Our Team

Since 2004, Jason Norton has helped clients navigate into and throughout retirement. His step-by-step wealth building and wealth preservation process is the cornerstone of his commitment to guiding clients in the retirement and wealth...

In his role of associate financial advisor, J is responsible for assisting in client care and communication. He assists longtime clients of the firm as well as new clients with their long term investment and financial planning needs. J...

As Vice President of Operations, Maggie Borden is proficient in all aspects of client care and office operations. She helps to ensure a smooth, efficient and enjoyable experience for our clients. Her long-standing reputation...

As an Administrative Associate, Kim is the hub of our communication network. Her attention to detail is a great asset in her role of supporting daily workflow. Kim graduated from the University of North Carolina at Chapel Hill with a B...

Shanta is the first to greet clients as they enter our office. As Administrative Assistant she is responsible for handling the phones and greeting people with a smile when they visit us. Her previous Administrative experience was with...