Team

Scott is known for proactive, straightforward advanced planning advice. His area of expertise is in advanced planning and structuring for business and private clients that includes investing, retirement income planning, tax planning,...

Mark is an Air Force veteran who takes a definitively proactive approach to financial services. His commitment is to identify the most cost effective investment and planning strategies for each client...

John has worked in the financial services industry since 1978. As Chief Operations Officer, John manages Partners Square's carrier relationships as well as on-boarding new agencies and producers. In addition to his executive role at...

Josh is a graduate of the University of North Carolina at Wilmington. In addition to his position as an investment advisor representative, he is responsible for operations, research, and analytics.