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.
What’s it like to become a Focus client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
July 01, 2025
How to Think About Investment Risk
Investors often talk about managing risk, but rarely stop to ask: the risk of what? In this video, Focus Partners’ Jason Blackwell breaks down two key types to consider: absolute risk and relative risk.
Watch the video
June 30, 2025
5 Steps to Creating a Less Taxing Retirement
Retirement is an exciting chapter that should be filled with new adventures—not spent stressing over taxes. In this webinar, Chief Planning Officer Jeffrey Levine shares five strategies to empower those preparing for retirement.
Watch the video
June 24, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, discusses initial market implications for U.S. involvement in Iran, and explores correction and recession indicators.
Listen to the podcast