Broker Check

Our Team

Richard Heckard, CPA, AIF, PPC



As an expert in tax analysis and financial planning for more than 15 years, Richard specializes in individual and small business wealth management and taxation counsel. 

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Steven K. Howell, CPA, CFP, MBA



Steven has always called the Carolinas “home.” As a CPA/CFP he specializes in helping individuals, families and growing businesses navigate the financial world.

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R. Stephen Heckard, CFP



Steve is a coach at heart. From his time as a wide receiver for the Los Angeles Rams to his years of coaching football at the United States Military Academy at West Point, he has naturally excelled as a leader and advisor. He founded...

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