Charlotte
Proudly Serving North Carolina
Charlotte
3545 Whitehall Park Dr
Suite 180
Charlotte, NC 28273
Your Charlotte Team
Brian Fenn
CFP®, CLU®, ChFC®
Wealth Advisor
Kurt Schafers
JD, CFP®
Wealth Advisor
Deanna Strean
CFP®
Wealth Advisor
Jake Granger
CFP®
Associate Wealth Advisor
Kristopher Roche
CFP®
Associate Wealth Advisor
Daniel Brackett
Associate Wealth Advisor
David Srulevitch
CPA, CFP®
Tax Manager
Amanda Powell
Client Relationship Specialist
Dig even deeper.
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Enjoy some of our latest resources
June 05, 2025
Simplifying Capital Gains: What Investors Should Know
Understanding how capital gains work is key for any investor looking to make smarter, more tax-efficient decisions. In this webinar, Focus Partners’ Chief Planning Officer Jeffrey Levine breaks down the basics in a clear, approachable way.
Watch the video
June 03, 2025
Fed Rate Policy Update: Are Cuts on the Horizon?
Markets are anticipating that the Federal Reserve will begin cutting interest rates later this year. In this video, Focus Partners’ Kevin Grogan breaks down the Fed’s decision to hold rates steady in May and discusses the potential implications for investors.
Watch the video
May 28, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on what the Nippon Steel merger with U.S. Steel could mean for markets.
Listen to the podcast