Meet Our Team

Corbin Oliver is passionate about collaborating with his clients to help them become more mindful of their financial decisions. He guides them through a unique process that helps them to be truly intentional about achieving and maintaining financial independence. Corbin finds his greatest joy while educating his clients on advanced techniques to establish and preserve generational wealth for the people and causes they care most deeply about. With 11 years of experience in investment planning, he is honored to be able to be a trusted partner to his clients for years and generations to come. During his time in the financial services industry Corbin has earned the coveted designation as a CERTIFIED FINANCIAL PLANNER® practitioner at the Duke University Executive Certificate in Financial Planning Program. He lives in Raleigh, NC with his wife Bianca and their 100 lb. goldendoodle, Simba. When he is not listening to his clients story and helping them draft the future chapters of their lives Corbin enjoys being outdoors mountain biking, running, surfing, skiing. Corbin also loves to play and listen to live music. 

Michèle Megson has a strong administrative background supporting CEO’s, cabinet members, financial advisors, and wealth management teams. Originally from Canada, she attended McGill University and worked in Ottawa as a Business Administrator before moving to the United Sates in 2010.

Known for her exceptional organizational skills, proactive leadership, and dedication to operational excellence, she plays a key role in ensuring a smooth, efficient, and client-focused experience. She is passionate about supporting team success and contributing to an office culture rooted in integrity, care, and efficiency.

Outside of work, Michèle has a deep appreciation for international travel and enjoys exploring new destinations around the world. When she’s not out adventuring, you can find her at the beach with her awesome daughter and two crazy dogs.