Broker Check

Leadership Team

Steve Koziol

Steve Koziol

Relationship Management Director, Southern Division

757-777-3156

Xue C. Seo, CLU®

Xue C. Seo, CLU®

Director of Operations, Southern Division

410-339-6697

Charlotte Office

6000 Fairview Road, Suite 1550
Charlotte NC, 28210

Fuquay-Varina Office

305 Angier Road
Fuquay-Varina, NC 27526

Gastonia Office

2708 Cypress Oak Lane
Gastonia, NC 28056

Greenville Office

870 S. Pleasantburg Drive
Greenville, SC 29607

Wilmington Office

809 Fox Ridge Lane
Wilmington NC, 28405