Kent Thompson, CFP®, MSFS
Financial Advisor



8816 Six Forks Road, Suite 301
Raleigh, NC 27615


(919) 719-3824

David Booker, CFP®, CRPC®

David Booker, CFP®, CRPC®

Financial Planner

Fee-based financial planning and wealth management strategies are David’s main focus.  He is a Raleigh native and has over 10 years of experience in the financial services industry.  David has earned the CERTIFIED FINANCIAL PLANNER™ certification and dual degrees in International Studies and French from UNC – Chapel Hill.

Phone 919.719.3805