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Meet Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. As a life-long entrepreneur, Charles Massie understands the complexities of both personal and business worlds and the importance of having a financial plan that also includes tax planning. With both CPA and CFP® designations we can help our clients create a comprehensive financial plan. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After over 20 years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. 

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Charles Ables Massie, CFP®, CPA

Certified Financial Planner



Charles (Chuck) holds a B.S. Degree in Pharmacy from the University of Oklahoma and studied Accounting at the University of South Florida (USF). In addition, to earning his CPA designation, Chuck also successfully passed the state exam...

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Erica Massie

Office Manager & Licensed Life Insurance Agent

Erica Massie has been in financial services, including being a licensed Life Insurance Agent since 2000. While working as the Marketing Director for ColoEast Bankshares, Inc., she earned a General Banking Diploma from Center for...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.