A native of Coastal Virginia’s Chesapeake Bay, Stuart now lives in Charlotte, NC, with his wife and three children. Stuart graduated from the United States Military Academy at West Point and served for five years as an officer in the U.S. Army Rangers, 75th Ranger Regiment. He deployed twice to Afghanistan and completed more than 100 combat missions where he earned the Bronze Star Medal for leadership under fire. Stuart completed 26 parachute jumps, including a historic jump in 2014 into Normandy, France for the 70th Anniversary of D-Day.
After the Army, Stuart became a financial advisor, and he holds two highly distinguished designations: CERTIFIED FINANCIAL PLANNER™ and the Retirement Income Certified Professional®. Stuart is an Eagle Scout and active supporter of Boy Scouts in Charlotte. He and his family attend St. Gabriel Catholic Church, and he was the president of the Young Adult Ministry for several years. He is an avid outdoorsman, enjoying boating, SCUBA diving, backpacking, camping, fishing, hunting, and fitness.
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Ryan is a New York native who graduated from the State University of New York at Plattsburgh with a bachelor’s degree in finance. He has worked in the financial services industry since graduating and earned the CERTIFIED FINANCIAL PLANNER™ designation to further deepen his technical expertise and knowledge of financial planning.
Ryan values giving back to his community and serves on the board of Challenger Miracle Field, which provides sports and social programming for children and adults with mental and physical disabilities.
A self-proclaimed foodie, Ryan is always chasing the next great restaurant experience while also enjoying cooking and baking at home whenever he gets the chance. In his free time, he enjoys spending time with his partner Gabriella and his dog Winnie, and he is an avid golfer who enjoys participating in local tournaments.
Marla lives in beautiful Charleston, SC with her husband, Bill and their two Irish Setters. She and Bill have three daughters and two grandchildren that live in Hampton Roads, VA. Their son is serving proudly in the US Army at Ft Bliss, TX.
Marla grew up in the low country enjoying the history, sunshine and beaches. She received her bachelor’s degree in art and architectural history from the College of Charleston, then went on to travel the United States with Bill, as he served 20 years with honor in the US Army. Marla spent time volunteering and raising a family until their move to Hampton Roads, VA. She began her career as an executive assistant in financial planning in 2006. She is a licensed admin: Life & Health and Series 6,63, 65, and 7 held with LPL Financial. Marla is a talented seamstress, avid gardener and local historian. She loves spending time with her family, spoiling the grandkids, exploring Charleston and walking the local beaches with Bill and her dogs!
Originally from Massachusetts, Lindsay attended Clemson University, where she earned a Bachelor's degree in Marketing and a Master's in Human Resources and Development. She now lives in Charlotte, NC, where she lives with her husband, Stuart, and their three children, Abigail, Emily, and Davis.
With over 15 years of experience in sales within the Human Capital industry, Lindsay recently transitioned to focus on operations, collaborating with the PPWM team to enhance client engagement and grow the practice. She has been actively involved within her community over the years, serving as the Membership Advisor Chair for the Junior League of Charlotte, volunteering with Dress for Success, participating in local triathlons and races, and serving as secretary for her HOA. In her free time, Lindsay loves spending time with family and enjoying the outdoors.
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