Victor has been in the financial services industry since 1993 and has conducted speaking engagements to thousands of people throughout the United States. In 2005, Victor implemented the “higher touch” model for Carolina Wealth Partners, which tailors planning and investment services to a smaller, niche group of clients. The resulting client relationships under this model has been its own reward, and the impetus for its expansion as Victor passes his knowledge and expertise on to junior partners. With over a thousand financial plans designed and implemented, Victor believes financial education for children, teens and adults is vital for the prosperity of individuals, families, and our community.
MICHAEL DAVIES Ph.D.
Michael is trained to distill complex variables into sensible and intuitive outputs. In other words, Michael excels at making sense of life’s glorious complications by helping clients visualize and implement the actions that can be taken to accomplish their goals. Education is a powerful tool and Michael’s passion in life is to help educate YOU!
David has had a lifetime of interest and involvement in financial markets and entrepreneurship. With experience as an individual trader, David has spent the last 10 years focusing on identifying high-value equities. It is his goal to help clients identify lower-risk investment vehicles and their corresponding optimal entry and exit points. His interest in financial markets traces back multiple generations; his grandfather was a venture capitalist and his father was a long time broker for Merrill Lynch. David studied at UNC-Chapel Hill with a concentration in Political Science and concurrently managed a boarding facility.
During his last position with EvoApp, a local Durham Technology company, he fostered strategic relationships with enterprise-level companies, many of which were in the Fortune 500. Additionally, he spent 5 years as a tax preparer and business planner. When the opportunity arose, he decided to leverage his experience and join Carolina Wealth Partners. David has Series 6, 63, 65, and Health, Life, and Disability Insurance licenses.
Tom Thalman, CFP®, CRPC®
Tom founded Turning Point to offer objective guidance and advice free from the constraints of shareholder expectations and corporate profits. An educator by nature, Tom’s independent practice is uniquely positioned to help individuals and families invest with confidence.
After graduating from Bowling Green State University with a bachelor’s degree in psychology, Tom worked as a counselor in a community center. He later worked as a respiratory therapist; both professions helped Tom realize the value of listening first and talking later. The diverse nature of those industries also helped him develop his career as a financial planner. His passion for ongoing education credits him as a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Tom also holds FINRA Series 6, 7, 63, and 65 licenses.
Dominique is President and CEO of VALTA, Inc. He has been in the financial services Industry since 1975 and specializes in helping people gain absolute clarity about what is most important in their lives and helping them live their lives with purpose.
Dominique has created a process-driven, values-based comprehensive financial planning and wealth management approach through collaboration with a team of subject matter experts in all areas of finance. He serves as a financial life coach to encourage his clients to make smart choices about their money for the reasons that are important to them by creating an inspiring financial roadmap. His desire is to guide clients to have a life of significance by aligning their financial choices with their core values.
Dominique is an avid lecturer around the country, speaking primarily on successful money management and financial strategies for successful retirement. He has received numerous awards during his career including the prestigious Order of Excalibur, presented to him by former President of France Giscard d’Estaing.