Our Team


Mark Henry
Founder/CEO

Erica Elliott
Chief Compliance Officer

Hunter Henry
Director of Marketing

Tyler Washington
Senior Financial Advisor

Jonathan Kirk
Senior Financial Advisor

Mike Lacy
Senior Financial Advisor

Chaz Hammond
Financial Advisor

Luke Luciano
Financial Advisor

Courtney Hooper
Director of Operations

Leianna Wallis
Director of Client Relations - Greenville

Caleb Crouch
Director of Case Management

Alexandria Lacy
Director of Client Relations - Huntersville

Daniel Brattain
Director of Client Relations - Mint Hill
