CONNECT

Address:

4350 Congress St Ste 300
Charlotte, NC 28209

Phone:

(877) 70-LEARN (53276)

Biographies

 
  • Bret Alexander

    Client Experience Director

  • Adam Taff

    Financial Planning Case Specialist

  • Megan McDonald

    Executive Assistant

  • Donna Aguiar

    Speaking Agent

  • Jonathan Meissner

    Illustration/Design

  • Kevin Monaghan

    Founder/Director

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck