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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

William Solomon

William "Sandy" Solomon

Managing Partner- Ballantyne, Retirement Planning Specialist

(704) 540-2962

Nick Elliott

Nick Elliott

Managing Partner- Forest City

(828) 245-7242

(828) 245-5978

Leslie  Francis

Leslie Francis

Practice Manager- Forest City

(828) 245-7242

(828) 245-5978

Veronica Rivera

Directory of Technology and marketing