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8832 Blakeney Professional Drive
Suite 200
Charlotte, NC 28277

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Goal planning
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Lance is passionate about helping clients make wise financial choices. He has been in the Financial Services industry since 2000 and is the founder of Aventine Financial Planning, which offers comprehensive financial and life planning...

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This is Todd’s tenth year as a Financial Advisor, and after working directly with Broker Dealers and Insurance Agencies, he has seen the value of working with an independent wealth management firm like Blakeney Financial Group....

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Scott Davis is very much the "All-American" guy. He was born on the 4th of July, and played pro-baseball after he graduated from Adelphi University. More importantly, Scott’s personal and business ethics are grounded in a deep sense of...

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John Williams has remained accountable to the values he learned while growing up in a small North Carolina town. As an Eagle Scout, he developed principles that guide him in serving his clients to this day. His sense of community...

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Kevin firmly believes that most people today are seeking financial balance—the balance of enjoying a good lifestyle today without sacrificing your future financial stability. Kevin’s practice is focused on understanding...

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Judith Mohr is the owner of Milestone Advice Group. Milestone Advice Group is a one-of-a-kind wealth management firm working collaboratively with clients to provide comprehensive financial advice. She graduated from Texas Christian...

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