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Our Team

How We Work

Our team would consider it an honor to sit with you and learn more about your dreams, visions, and objectives.

Working together, we can create a financial strategy that is aimed at allowing you to worry less and focus more of your attention on doing the things you enjoy in life.

Our team approach brings clarity, wisdom, and shared perspective to every plan, strengthening your strategy and elevating the support you receive.

Meet Our Team

John Euchner

John Euchner, ChFC®

Financial Planner and Investment Advisor Representative

704-798-3184 (voice only)

James Menis

Jimmy Menis, ChFC®, CEPA®, CLU®, TPCP®, RICP®

Financial Planner and Investment Advisor Representative

828-446-9128 (voice only)

Hannah Butler

Hannah Butler, ChFC®

Financial Planner and Investment Advisor Representative

704-741-9872

Lincoln Miller

Lincoln Miller

Director of Client Relationships

336-468-7515 (voice only)

Melissa Davis

Melissa Davis

Client Relationship Coordinator

980-990-2522

Emily Hall

Emily Hall

Client Services Specialist

980-332-5364

980-892-2976 (voice only)

Maria McMullen

Maria McMullen

Client Services Specialist

704-431-0936 (voice only)