meet the team

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Charlie grew up in North Carolina and now lives in Nashville, TN, alongside his wife Emelia. He was a student-athlete (baseball) and graduated from Coker University, where he majored in Business -Finance. Charlie has a keen interest in guiding his clients towards a brighter future. Charlie is a CERTIFIED FINANCIAL PLANNER™ and believes in empowering his clients through education and deep discovery of their goals and beliefs. In his spare time, he enjoys traveling, exercising, and trying to string a few shots together on the golf course.

David was born in New Orleans and has spent the last 20 years in the DC Metro Area.  He graduated from James Madison University and has an MBA from Mississippi College.  With nearly 20 years in the financial services industry he helps to simplify financial planning to help clients achieve their financial goals.

David and his wife, Stephanie, live in DMV, with their 2 children Grace and David Jr., and 2 dogs Maximus and Winnie.  When not helping clients achieve their financial and personal goals David enjoys coaching his children’s sports teams, golfing and volunteering with his family at their local church.

 Priya was born and raised in Falls Church, Virginia, where she currently resides. She earned her degree in Integrated Marketing and Communications from Hood College. As a Client Services Associate at Platinum Point Financial, she supports the firm's marketing and administrative efforts. Priya is passionate about building meaningful relationships and creating a positive experience for both prospective and current clients. In her free time, she enjoys playing soccer, exploring new places, and spending time with family and friends.