Our practice was founded over 15 years ago by David, who made a bold career shift after years of finishing floors in his family's business. Inspired to redefine his family’s legacy, he pursued a degree in Economics from UNC Chapel Hill and laid the foundation for a firm built on trust, integrity, and long-term impact.

In 2014, Kyle joined the team while attending graduate school, eager to learn the business from the ground up. He quickly earned his certifications, built meaningful relationships with clients, and stepped into a leadership role. Today, Kyle has fully embraced the stewardship of the practice, continuing its growth while honoring the values passed down from his grandfather and father.

As a husband and father of three, through birth, foster care and adoption, Kyle lives out the principles of generational planning both personally and professionally. His dedication to helping families create, sustain, and pass on their legacies is rooted in his own life and story.

Behind every great client experience is a dedicated team making it all run seamlessly. Deborah and Nicole are the engine of our practice, handling the day-to-day operations, administrative work, and essential follow-up that keeps everything moving smoothly. With years of experience and a deep commitment to excellence, they ensure our clients are cared for with precision and professionalism at every step. Their behind-the-scenes support allows us to focus on what matters most: building lasting relationships and helping families plan for the future.