Preferred Advisors

When you work with TLS, you have access to a group of Preferred Advisors who have unique competencies in both investment advising and tax planning. The TLS Advisor network ensures ongoing support for your needs as a result of our national presence and its association with experienced and highly specialized Preferred Advisors. If you’d like us to connect you with one of our Preferred Advisors, click here.

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Angela Mcilvain | Partner, Brokerage Sales
Raleigh, North Carolina

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Angela Sloan | CEO & Founder
Clover, South Carolina

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Britni Levensailor | Vice President & Financial Professional
Dallas, Texas

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Curtis Blair | CEO
Lubbock, Texas

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Damian Bonaventura | Principal
Marlboro, Massachusetts

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David R. Geake | President
Northbrook, Illinois

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Duane Raver | President/Owner
Apex, North Carolina

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Frank E. Cannon | President & Founder
Conroe, Texas

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Jason Vanclef | CEO
Culver City, California

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Jim Heafner | President & Founder
Charlotte, North Carolina

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Laurent Carrier | President & Founder
Colorado Springs, Colorado

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Mark Myers | President & CEO
Orange County, California

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Reid Limpert | President
Cary, North Carolina

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Roy Y. Gagaza | President & Founder
Waipahu, Hawaii

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Kevin J. Sundberg | CPA
Portland, Oregon

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Trae Wieniewitz | President & Founder
Knoxville, Tennessee