Ken Calhoun has been with the firm since 1996 and has over 25 years of experience as a financial advisor and manager. Ken specializes in retirement planning, portfolio management and is particularly focused on fixed income strategies. He graduated from James Madison University in 1989 with a BBA in International Business and Economics and from there went on to complete his MBA at Wake Forest University. Ken currently lives in the Charlotte, NC area with his wife and three children.
Michael Proud joined the company in 1995, and is a financial advisor with the firm. He specializes in retirement planning, portfolio management, and risk management and has over 20 years of industry experience, having worked in both management and advisory roles. Mike also provides corporate retirement plan services including qualified plan analysis, implementation, enrollment meetings, and investment analysis. He holds a Bachelor of Science degree from Appalachian State University and the CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning. Mike lives in the Charlotte area with his wife and two children.
Ed Shields is a financial advisor and joined the firm in 1997. He has over 18 years of industry experience, having worked in both management and advisory roles. Ed specializes in retirement and portfolio management, risk management, and small business services. As a former owner of two small businesses, he understands the financial challenges small business owners face. He graduated from Albright College with a Bachelor of Science in Business Administration and obtained his Chartered Retirement Planning Counselor® designation from the College For Financial Planning. Ed lives in the Charlotte area with his wife.
Jay coordinates the investment planning process and handles client communications. He can connect you to the person that is most able to help you.
His previous experience includes working with clients on investment management and working to provide outstanding service in the securities Industry since 2001. Jay holds a life and health insurance license, as well as, Series 7 and 66 security registrations.
Jay lives with his wife and children in Rock Hill, SC.
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