Our Team

  • Nate McDaniel

    Sr. Vice President Investments

    Charlotte, NC Office

    (704) 831-4638

    License | NC: LC539, SC: 96405

    Contact

  • Jim Davis

    First Vice President Investments

    Greensboro, NC Office

    (336) 554-9021

    License | NC: 187177, SC: 81764

    Contact

  • William Graves

    First Vice President Investments

    Charleston, SC Office

    (843) 952-2267

    License | SC: 95930

    Contact

  • Ryan Lipomi

    Senior Associate

    Charleston, SC Office

    (843) 952-2223

    License | SC: 118061

    Contact

  • Nick Lore

    Associate

    Charlotte, NC Office

    (704) 831-4643

    License | NC: 289687, SC: 101125

    Contact

  • Jeff Shugarts

    Associate

    Charlotte, NC Office

    (704) 831-4633

    License | SC: 132845, NC: 355307

    Contact

  • Matt Rice

    Associate

    Raleigh, NC Office

    (919) 674-1112

    License | NC: 337472

    Contact

  • Price Brazzel

    Associate

    Charleston, SC Office

    (843) 952-2295

    License | SC: 137927

    Contact

  • Carson Ford

    Associate

    Charleston, SC Office

    (843) 952-2265

    License | SC: 139774

    Contact

  • Ryan McDaniel

    Financial Analyst

    Charlotte, NC Office

    (704) 831-4634

    License | NC: 298962, SC: 111555

    Contact