Our Qualifications

Evan Kluttz began his career in the securities industry in 1990. He currently holds the following licenses:

  • Series7,24.63, 65
  • Certified Financial Planner (CFP®)
  • North Carolina Life, Accident, and Health Insurance License

Securities offered in NC, SC, FL, TX, VA, WV, MD, and NY. 

Dr. Chris Hartung received his doctorate from UNC Chapel Hill in 1996 and has been a practicing dentist in Rowan and Cabarrus Counties for over 20 years. He became a license securities advisor in 2010.