meet the team

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Charlie grew up in North Carolina and went to college in South Carolina. He was a student-athlete 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.

Tolu is a graduate of University of Maryland's Smith School of Business with a dual degree in information systems & supply chain management. She has always had a heart for all things business from a very young age, and is grateful to have the opportunity to continue to foster a long time dream of hers. She currently manages the marketing & administrative efforts for our financial planning & investment advisory clients. She thrives on communication and relationships and is a pivotal part of Platinum Point Financial!