Who We Are
Principal
- 25+ Years of 401(k) Plan Experience
- 20+ Years of Individual Wealth & Investment Portfolio Management Experience
- Accredited Investment Fiduciary ®
- Registered Securities Principal
- Investment Advisor Representative
- BSBA University of North Carolina at Charlotte ‘92
- Series 6, 7, 24, 63 and 66
Fredrick W. Fisher, ChFC, AIF®
Principal
- 30+ Years of 401(k) Plan Experience
- 20+ Years of Individual Wealth & Investment Portfolio Management Experience
- Chartered Financial Consultant
- Accredited Investment Fiduciary ®
- Registered Securities Principal
- Investment Advisor Representative
- BBA University of Toledo ‘84
- Series 6, 26, 28, 63 and 65
Charles Bones, RHU, REBC
Representative
- 18+ Years of 401(k) Plan Experience
- Registered Securities Representative
- Investment Advisor Representative
- Registered Health Underwriter
- Registered Employee Benefits Consultant
- BA University of South Carolina
- Series 6, 63 and 65