Your Team
President - Financial Consultant/Insurance Broker
President - Financial Consultant/Insurance Broker
President - Financial Consultant/Insurance Broker
Cherise Barkley
* 21 successful years of working in the Financial Services Arena and brings a wealth of knowledge to the table in assisting our clients
* Life & Health Licence, NC, SC, VA, GA
* Sr. Director, LegalShield, NC, SC, VA
Executive Director - Financial Agent/Consultant
President - Financial Consultant/Insurance Broker
President - Financial Consultant/Insurance Broker
Susan Thomas
Susan is a dedicated and dynamic leader. She is focused and committed towards serving others. Her knowledge and passion in assisting our clients with solid solutions and services towards their Financial Goals and Dreams is unmatched.
* Graduate of the University of North Carolina at Charlotte; BS in Public Health, BA in Communication Studies (Organizational Communication)
* MBA Candidate (Human Resources Management) at North Carolina A&T State University
* Miss Black Triad 2017
2014 UNC Charlotte Greek Woman of the Year
* 2014 Bonnie E. Cone Leadership Award Recipient (UNC Charlotte)