Careers
MasterCorp® Client Portal
About Us
Leadership
Our Mission
Services
INVESTMENT ADVISORY
FINANCIAL PLANNING
CORPORATE FINANCE
TAX PLANNING
RISK MANAGEMENT
ACCOUNT AUDIT
Portfolio
Healthcare Financial
Emergency Fund
Capital Markets
Accounting Advisory
Business Strategy
Market Research
Corporate Audit
Financial Analysis
Contact Us
Get In Touch
Our Team
Your like-minded, thoughtfully matched, refreshingly-rational wealth advisor.
Daniel Mercer
Chief Executive Officer
Sophia Caldwell, CFA®
Chief Investment Strategist
Kevin Cross
MD, Corporate Development
Olivia Bennett
COO & Chief Strategy Officer
Ethan Whitaker, CFA®
Head of Wealth Management
Amelia Thornton, CFA®
MD, Wealth Strategy
Marcus Holloway
Chief Financial Officer
Brian Monroe
Managing Director, Wealth Solutions
Nathaniel Brooks
MD, Corporate Development
Search for:
Finxpert process management of money and includes activities such as investing, borrowing, lending, budgeting, saving, and forecasting.
Our Services
.01
Consulting Service
.02
Projection Analysis
.03
Tax Planning Manage
Search for:
