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 their 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 PLANNER(R) practitioner Chartered Financial Consultant(R) professional designation
  • Named a “Five StarSM Wealth Manager” by Charlotte Magazine for all 9 years of this award (2008 through 2016)
  • 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
  • Portfolio Management Expertise

Professional Credentials:

 

  • Certified Financial PlannerTM
  • ChFC®

Most Recent Recognition & Awards:

  • Named a "Five Star(SM) Wealth Manager” by Charlotte Magazine for all 9 years of this award (2008 through 2016)

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
  • CTK Crusader Athletes:
    • Head Coach -- Men’s & Women’s Swimming Christ the King Catholic High School 2013 - Present
    • NC State Champions - Men's Team 2015-16
    • NC State Champions - Women's Team 2016-17
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Timothy B. Hamilton

Vice President

Professional Highlights & Focus:

  • Named a “Five StarSM Wealth Manager” by Charlotte Magazine in 2009, 2011 & 2012
  • Taught financial planning courses at Queens University and Wingate University.
  • Serving High Net Worth Individuals, Families, and Business Owners Specializing in Insurance & Risk Management, Planning for Retirement and Business Succession Planning
  • Portfolio Management Expertise

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
  • AOPATM:
    • Anson County Flying Club Secretary 2011
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