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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dennis Lynch

Client Services Relationship Mgr.

704-845-1290

980-339-3770

dplynch@CarolinaFinancialPartners.com

Mobil phone: 818-641-8409 Dennis Lynch brings over 40 years of experience in the financial services industry. He has extensive knowledge in the fixed income investment markets including tax free municipal bonds. Dennis enjoys staying...

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J. Trent Busby

Client Services Relationship Assoc.

704-845-1058

980-339-3770

tbusby@CarolinaFinancialPartners.com

John Kirwan

President/Principal

704-845-1058

980-339-3770

JKirwan@CarolinaFinancialPartners.com

Mobile phone: 704-771-3747

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Ken Davis

Retirement Planning Consultant/Assistant

kdavis@unitedplanners.com

Ken Davis has been in the financial services industry since 1985. He is an avid traveler along with his wife and dog. His preferred mode of travel is his RV Motorhome. Look for him and his traveling companions on the highways of the...

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