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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

David Booker, CPWA®, CFP®, CRPC®

Private Wealth Advisor


Comprehensive fee‐based financial planning and wealth management strategies are the main focus of David’s practice. He is a Raleigh native and has over 14 years of experience in the financial services industry. David currently...
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Emily Gent

Administrative Assistant

(919) 719-3854

(919) 546-0888

Emily is a proud graduate of Appalachian State University where she received a BSBA in Information Technology. She currently resides in Wake Forest where together with her husband and son, they raise a large flock of backyard chickens....
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