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In the Investment arena, I utilize many of the top-rated companies from Morningstar and my Brokerage House. I believe in using companies that have a long term proven track record that supports a strategy that fits your individual needs.




Employee Benefits


Employee Beneifts are constantly changing. I use a Brokerage House that offers a wide variety of A Rated companies and Third Party Administrators for larger firms, both for medical and ancillary benefits. This allows me to keep on the leading edge of starting and/or maintaining an effective employee benefit package.



Individual Products


Personal benefits need to be customized to an individual´┐Żs stage in life. Whether you are growing your family, building a business, protecting existing assets, or securing your legacy; we employ the services of the top rated companies and professional resources to serve those needs.

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Daniel L. Fellers, Registered Representative: Securities offered through Southeast Investments, N.C. Inc. Member FINRA, SIPC OSJ: 820 Tyvola Rd., Suite 104, Charlotte, NC 28217 Phone: 800-828-1295 or 704-527-7873