Our Team

Our Team

We believe our role in life is to improve the lives of others. In doing so, we believe our lives will be enriched and we will live a life of significance.

We have been helping our clients with financial planning, wealth management, and investments since 1990. As each year passes, we work hard to become a little better at what we do. We understand that money is simply a tool that allows all of us to live the life we want. Hopefully, that is a life of significance. We believe that life is best measured not by the number of breaths you take, but by the moments that take your breath away. Our role is to help you define what those moments are and guide your wealth to fuel the adventure.

As we begin to build a relationship, you most likely will be working with one of our principals:

Thomas J. Donahue, ChFC®, CFP®

President

Professional Highlights & Focus:

  • CERTIFIED FINANCIAL PLANNERTM practitioner
  • Chartered Financial Consultant® (ChFC®) designation
  • Named a Five Star Wealth Manager in Charlotte Magazine for all 11 years of this award (2008 through 2018)*
  • Taught financial planning courses at UNC Charlotte, Queens University, and Wingate University
  • Serving high-net-worth individuals, families, and business owners
  • Specializing in multi-generational planning, planning for retirement, and comprehensive financial planning
  • Focusing on quality of life in retirement, multi-generational planning, living a life of significance, and portfolio management 

Professional Credentials: 

  • CERTIFIED FINANCIAL PLANNERTM practitioner 
  • Chartered Financial Consultant® (ChFC®) designation

Most Recent Recognition & Awards:

  • Named a Five Star Wealth Manager in Charlotte Magazine for all 11 years of this award (2008 through 2018)

Memberships:

  • Financial Planning Association
  • Financial Services Institute
  • Union County Chamber of Commerce
    • Board of Directors 2007 - 2014
    • Board Chair 2012

Taught Financial Planning Courses at:

  • Wingate University
  • UNC Charlotte
  • Queens University of Charlotte

Giving Back:

  • USA Swimming:
    • USA Swimming Meet Official
    • North Carolina Officials Committee 2013 - Present
    • NCAA Meet Official
    • NCHSAA Meet Official
  • Christ the King Catholic High School Swimming:
    • Head Coach -- Men’s & Women’s Swimming -- 2013 - Present
    • NC State Champions - Men's Team: 2016 and 2018
    • NC State Champions - Women's Team: 2017 and 2018

Timothy B. Hamilton

Vice President

Professional Highlights & Focus:

  • Named a Five Star Wealth Manager in Charlotte Magazine in 2009, 2011, and 2012*
  • Taught financial planning courses at Queens University and Wingate University
  • Serving high-net-worth individuals, families, and business owners
  • Specializing in insurance and risk management, planning for retirement, and business succession planning
  • Focusing on portfolio management and risk management

Taught Financial Planning Courses at:

  • Queens University of Charlotte
  • Wingate University

Membership:

  • Financial Services Institute
  • Union County Chamber of Commerce

Giving Back:

  • Rotary International:
    • Union County Breakfast Rotary Club 2000- Present
    • President 2003 & 2011
    • "Rotarian of the Year" 2004
  • Anson County Flying Club Secretary 2011

 

 

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,342 Charlotte area wealth managers were considered for the award; 104 (8 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.