Growing Again! We’re happy to announce a merger to AWS with the partnership of Jay Neal and Renee Simpson to our team with Douglas Marion. Jay and Renee both have years of experience in the industry and a passion for helping their clients in the same transparent and educational aspect that we prioritize. We are excited for them to offer their clientele continued comprehensive planning and personalized ongoing service for their families and businesses. Jay and Renee also share our interests in community involvement, giving back, and supporting local businesses.
We're also happy to announce a new location on W. Catawba Ave. in Cornelius and will be hosting some fun events in the near future so stay tuned!