Our Team

David Tolson

Managing Director – Investment Services, Wealth Advisor

Stephanie Lingle

LPL Registered Administrative Assistant

Lancaster County

Samantha Gainer

Administrative Assistant

Lancaster County

Keith Benton

CFP® Financial Consultant

Mecklenburg County, York County

Crystal Dunaway

LPL Registered Administrative Assistant

York County

Zachary Boerger

Financial Consultant

Laurens County, Pickens County, Spartanburg County

Jacob Carr

CFP® Financial Consultant

York County, Chester County

Cody Bowers

Financial Consultant

Lancaster County, Richland County

Austin Terry

Financial Consultant

Chesterfield County

Brad Small

Financial Consultant

Lancaster County, Richland County