Our Team
As Managing Partner of the firm, Scott Lord brings over two decades of financial services experience to his clients. While specializing in asset management, Scott’s experience extends across a full menu of financial planning...
With over 23 years of industry experience, Kenneth Bollinger focuses his expertise on helping clients reach their financial and lifetime goals. Having worked extensively with institutional investors, Kenneth spent over 18 years at...
As a graduate of North Carolina State University’s Business Administration program, Stuart Gay has 10 years of financial advisory experience. He holds his FINRA Series 65 securities license and has a strong focus on investments...
Kayla King is a proud graduate of North Carolina State University with a Bachelor of Science in Applied Nutrition and a minor in Sports Science. After graduating in 2018, Kayla began her work at Madison Oaks Wealth Partners, LLC., and...
Robert is a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Analyst with more than 20 years of experience in the financial services industry and business world. He finds great satisfaction in being an integral...