Devin Butler

With a decade of experience in the financial planning industry, I have served individuals and families as they gain education towards their financial goals. I enjoy the opportunity to partner through some of life's biggest challenges so that folks know they have a resource for questions they might have not yet had to face. Our process is meant to be educational and take the time needed to make real progress.

I completed CFP® coursework through Duke University, where I deepened the expertise in retirement planning, investment management, tax strategy, insurance, and estate planning. That training, combined with years of hands-on experience, allows our team to look at a client’s full financial picture and connect the pieces.