Your Team

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 License, NC, SC, VA, PA, TN, GA

* Sr. Director, LegalShield, NC, SC, VA, PA, TN

Executive Director - Business Consultant

Coach Tony

Click here to read bio

Executive Director - Financial Consultant

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)

Executive Assistant

Financial Consultant

Executive Director - Financial Consultant

Kelly T-T.

Financial Consultant

Doran G.

Financial Consultant

Clarna L.

Financial Consultant

Charles W.

Financial Consultant

Coryn H.

Financial Consultant

Jaya C.

Financial Consultant

Melonie B.

Financial Consultant

Joelle N.