Broker Check

Our Family

Wealth Advisors

David Dickens, CFP®

David Dickens, CFP®

CERTIFIED FINANCIAL PLANNER™ (North Carolina Branch)

919-760-5589

800-943-8752

Carter Knight

Carter Knight

Financial Planning Assistant

808-777-5262

800-943-8752

Client Service

Kellie Coda

Kellie Coda

Client Service Coordinator

808-695-3775

808-834-5604