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
-
May 20, 2025
Is It Time for Investors to Rethink Global Diversification?
In light of evolving tariff policies, market commentators are questioning whether a large international presence is becoming more of a challenge than an asset for U.S. companies. In this video, Focus Partners’ Jason Blackwell discusses how shifts in global trade and domestic production could be reshaping investment trends.
Watch the video -
May 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
Read the article -
May 13, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides an update on market performance and analyzes the Federal Reserve’s recent decision to hold rates steady.
Listen to the podcast