Broker Check


Brent McDonald

(828) 327 3959

(828) 327 4911

Brent earned his BS in business finance from the Martha & Spencer Love School of Business at Elon University.  He has over 18 years of experience working with individuals and businesses helping them to meet their financial goals.  Brent has also earned his AIF designation as well. His areas of focus include small business planning, retirement and income planning, estate planning and insurance needs.  Brent enjoys helping clients simplify today’s increasingly complex financial environment by designing financial plans tailored to the client’s specific goals and objectives.  He currently resides in Hickory with his wife, Michelle.

Julie Carroll



Julie Dixon Carroll has 27 Years in the Financial Industry.  Ranging from IPO Management, Estate Planning, Small Company PSPs and Individual investing.  Displaying her Uniform Securities License as well as Securities Representative License and Life/Health Insurance License; she has the opportunity to provide knowledge on numerous investment vehicles. 

She has served and continues to serve on numerous Community Boards, Counsels and Committees.  She and her husband Michael live in Newton and have 2 children; Tiffany and Isaac.

Kenneth Kleva

(828) 327-3959

(828) 327-4911

Ken is a 36 year industry veteran. He has extensive experience working with individuals, small companies, insurance needs and estate planning.

Ken is a long term member of the Hickory Kiwanis Club, where he has served as president and Lt. Governor.  Ken has also worked with the United Way and the Chamber of Commerce.

Ken and his wife Janice live in Hickory, and are members of the Corinth Church.  They are proud parents of two adult daughters, Mary and Abigail.