Our Team

We believe our role in life is to improve the lives of others. In doing so, we believe our lives will be enriched and we will live a life of significance.

We have been helping our clients with financial planning, wealth management, and investments since 1990. As each year passes, we work hard to become a little better at what we do. We understand that money is simply a tool that allows all of us to live the life we want. Hopefully, that is a life of significance. We believe that life is best measured not by the number of breaths you take, but by the moments that take your breath away. Our role is to help you define what those moments are and guide your wealth to fuel the adventure.

As we begin to build a relationship, you most likely will be working with one of our principals:

Thomas J. Donahue, ChFC®, CFP®

President

[email protected]

Professional Highlights & Focus:

CERTIFIED FINANCIAL PLANNER™ practitioner
Chartered Financial Consultant^® (ChFC^®) designation
Taught financial planning courses at UNC Charlotte, Queens University, and Wingate University
Serving high-net-worth individuals, families, and business owners
Specializing in multi-generational planning, planning for retirement, and comprehensive financial planning
Focusing on quality of life in retirement, multi-generational planning, living a life of significance, and portfolio management

Professional Credentials:

CERTIFIED FINANCIAL PLANNER™ practitioner
Chartered Financial Consultant^® (ChFC^®) designation

Most Recent Recognition & Awards:

Named a Five Star Wealth Manager in Charlotte Magazine for all 16 years of this award (2008 through 2023). Tom is one of only 20 wealth managers named in all 16 years.

2008-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in August 2023 based on data gathered within 12 months preceding the issue date. 1677 advisors were considered, 105 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Memberships:

Financial Planning Association
Financial Services Institute
Union County Chamber of Commerce
- Board of Directors 2007–2014
- Board Chair 2012

Taught Financial Planning Courses at:

Wingate University
UNC Charlotte
Queens University of Charlotte

Giving Back:

USA Swimming:
- USA Swimming Meet Official
- North Carolina Officials Committee 2013–Present
- NCAA Meet Official
- NCHSAA Meet Official
Christ the King Catholic High School Swimming:
- Head Coach, Men’s & Women’s Swimming, 2013–2020
- NC State Champions, Men's Team, 2016 and 2018
- NC State Champions, Women's Team, 2017 and 2018

Timothy B. Hamilton

Vice President

[email protected]

Professional Highlights & Focus:

Taught financial planning courses at Queens University and Wingate University
Serving high-net-worth individuals, families, and business owners
Specializing in insurance and risk management, planning for retirement, and business succession planning
Focusing on portfolio management and risk management
Named a Five Star Wealth Manager in Charlotte Magazine in 2009, 2011, 2012, and 2020.

2009, 2011-2012, 2020 Five Star Wealth Manager Award, created by Five Star Professional. The 2020 award was presented in August 2020 based on data gathered within 12 months preceding the issue date. 1488 advisors were considered, 103 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Taught Financial Planning Courses at:

Queens University of Charlotte
Wingate University

Membership:

Financial Services Institute
Union County Chamber of Commerce

Giving Back:

Rotary International:
- Union County Breakfast Rotary Club, 2000–Present
- President, 2003 and 2011
- "Rotarian of the Year," 2004
Anson County Flying Club Secretary, 2011