Broker Check

Team

 

Keith Richardson, CFP®, CPA, PFS

Owner | Operator | Financial Advisor

704-846-7767

704-847-2085

With over 25 years in Financial Services, Keith opened an office in 2005, with a desire to work closely with each of his clients to DETERMINE their specific financial goals and then DEVELOP a customized plan to help REACH those goals.

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Jill Rorie

Accounting Assistant

704-846-7767

704-847-2085

After working 20 years as Office Manager and Bookkeeper for various other companies, Jill Rorie joined our team in October, 2009. Jill is our Accounting Consultant and Certified Quickbooks Proadvisor. She also assists Keith in...

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Joshua Williams works with our clients in preparing the necessary paperwork to open new accounts and maintaining those records in our secure electronic file cabinet system. He attends UNC Charlotte full time, pursuing a degree in...

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