2601 Reid Farm Road
Our focus is on building great relationships with our clients. We do this by taking the necessary time to listen to their concerns and to ask well designed questions to get to the heart of what they want their money to do for them. Once we thoroughly understand their personal situation, where they have been, where they are now and where they would like to go, we work together through our systematic process to craft an individual solution to best help them achieve their goals. The bottom-line is that we believe that great communication is the key to a successful and satisfying relationship with each of our clients.
To help our clients align their wealth with their goals, values and intentions.
Gary has been providing leadership and advice to clients for over 25 years as a financial advisor. Prior to working with clients he worked as an accountant in the mountains of North Carolina. In 1997 Gary and his family moved back to...
Scott is a private wealth advisor at Baird. His focus is on providing wealth management solutions to successful individuals and families to help them make smart decisions with their money so that they are freed up to pursue what is...
Senior Client Specialist
Stephanie has been in the financial services business for 15 years and has been supporting the Love Johnson Group for 3 years. She is an expert at helping clients find solutions to many complex transactions. Her “can do”...