About Carlton
I am a CFPA® professional, CKA®, and partner at our fee-only firm Tassel Capital Management. I have worked at the firm as a financial advisor and planner since 2015. I love what I do and enjoy building long-term relationships with my clients, helping them succeed in achieving their short- and long-term financial goals. I have knowledge and expertise across a wide spectrum of topics, including retirement, college savings, tax planning, and charitable giving - to name a few.
Areas of focus
Credentials & background
Designations
Licenses
Education
University of North Carolina at Charlotte
Clients served
Regulatory
- Firm CRD #121112
The firm
Our firm is dedicated to providing comprehensive and effective legal solutions. We prioritize understanding our clients' unique needs and developing tailored strategies to achieve their goals. Our team of experienced attorneys is committed to delivering exceptional service with integrity and professionalism.
1220 MANN DRIVE SUITE 100 MATTHEWS, NC 28105$266M assets under management