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.
Dan Sullivan
Financial Planner/Small Business Specialist Associate
980-339-3770
DSullivan@CarolinaFinancialPartners.com
Direct: 704-814-9551 Mobile phone: 704-526-8722 Dan joined Carolina Financial Partners & Associates, LLC in June of 2016. He graduated from the University of South Carolina with a BSME. He spent over 11 years in the corporate world...
Dennis Lynch
Client Services Relationship Mgr.
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...
J. Trent Busby
Client Services Relationship Assoc.
980-339-3770
tbusby@CarolinaFinancialPartners.com
John Kirwan
President/Principal
980-339-3770
JKirwan@CarolinaFinancialPartners.com
Mobile phone: 704-771-3747
