News & Upcoming Events



September Client Spotlight

1. What is your career and/or business?

We started our Early childhood/ daycare business in 1977 - Fairyland Daycare Center. We eventually expanded to five centers throughout Charlotte, and became real estate investors. Over time, we've been blessed to build a sizable rental property portfolio. 


2. How did you set your business apart from your competitors?

We always made an effort for our childcare centers to feel like a home away from home for the parents and children. The learning environment is always structured, but still allows the children to have fun and feel at home. Fairyland has always set a high standard for kindergarten preparation. 


3. How are you building a legacy for your family/loved ones?

Throughout our career, we opened more childrecare centers and encouraged our family members to become entrepreneurs. We hope to set a great example for the next generation...teaching them the importance of hard work, staying committed to your vision and not allowing obstacles to get in your way. 


4. Can you share some words of encouragement for other individuals/business owners that are striving for financial independence?

Have faith and put Christ first. Don't be afraid of hard work, it's necessary to build a successful business. It takes more than 40 hours per week. There will be a lot of long days and countless hours put into your business. You must learn to properly manage your business' cash flow and have discipline to budget for your money. Always surround yourself with honest/reliable people and your business will inevitably grow. You will have to learn how to accept criticism. Lastly, always treat people the way you want to be treated. 


5. What other goals and/or visions would you like to share?

We want to ensure that our legacy extends to our children, grandchildren and great-grandchildren. Our hope is that they continue growing our businesses and venture into new businesses. 


August Client Spotlight


1. What is your career and/or business?

In my day job I lead Operational Excellence for a Financial Services Technology company. My team focuses on business transformation and redesigning processes
to improve the client experience and deliver business efficiencies. My passion
outside of that is real estate. I’ve been investing in residential real estate for almost
twenty years

2. How do you set yourself apart from your competitors?

I recently began offering more creative housing offerings such as co-living. Co-living
is a more modern take on communal living that provides a private bedroom in a
furnished home with shared common areas. I differentiate myself from the
competition by continually reinventing myself and the products I offer.


3. What is your ideal client and/or investment

My ideal investment opportunity would be win-win. It would be one where I can invest in my community, providing unique affordable housing. I will be 
developing unique small communities that encourage strong relationships 
among neighbors.


4. How are you building a legacy for your family/loved ones?

I want to buy the block! I want to develop communities to enrich the lives of my friends, family and neighbors. The need for this will never go away and this will 
be the legacy I leave behind.

5. Can you share some words of encouragement for other individuals/business owners that are striving for financial security?

Don’t be afraid to fail. Take that first step. Learn from your mistakes and keep pushing forward. Don’t let failure paralyze you. Learn from it, adjust and push forward. 

6. Do you have a goal and/or vision you’d like to share?

My goal is to have the financial security to spend every hour of the day doing “what I love” versus “what I need to do”. 

August Webinar

Safety should always come first! Join us to learn responsible techniques when handling firearms at home and at the Range. During our webinar, J&G will feature an NRA Certified Firearms Instructor to make sure you can protect yourself. We’ll also tackle a very common mistake people make in their financial planning – Protecting their Income.  

Click HERE to register!