Our Team

William M. Byron

Managing Partner

(704) 442-4402 ext. 4

Josh Mayor, CPA/PFS, CFP®

Partner, Director of Investments and Compliance

(704) 319-4071

Silas Cooley, MBA

Investment Advisor Representative

(704) 319-4074

Melissa Weber

Marketing and Client Relations Coordinator

(704) 319-4080

Christina Acker

Director, Plan Implementation & Administration

(704) 319-4077

Megan Williams

Client Services Administrator

(704) 319-4075