Team

Image

KEVIN MONAGHAN
Founder/Director

From top comedies, like “The Office” and “Parks & Recreation” to Financial Planning, and a move to China where he spent 7 years building one of the largest Financial Consulting firms that was eventually purchased by the deVere Group. This experience prepared him for the work he does today – aligning the interests of Business Owners, Partners, and Investors (PE and VC), to structure compensation models maximizing clarity and rewards. Currently based in Charlotte, N.C., Kevin uses his skills of working with American business owners to help retain key employees, develop buyout strategies and navigate working family business partners.

Kevin loves to teach entrepreneurs & business owners to help protect, incentivize, and compensate key employees and/or partners. He makes live appearances all over the country and helps Business Owners, Partnerships, Business Brokers (buyers & sellers), and key employees align their goals with workable compensation models that incentivize over time without running into some of the roadblocks of giving away equity, or control of dividend distribution.

-------------------------

Phone
704-557-9764
-------------------------
Fax704-557-9670
-------------------------
Mobile 704-620-7713
-------------------------
 
Image

BRET ALEXANDER
Client Experience Director

Guiding and supporting the success of individuals by attending to the details of client needs and successes of those he serves. Bret graduated with a BA from Edinboro University in 2008 and currently lives in Charlotte, North Carolina with his wife, AnnaMarie, and their son Camden. Bret loves to travel, enjoys craft beer and hiking.

Bret grew up in western New York and after graduating worked for 9 years in the field of corrections.  As a Program Director, he learned to work with a variety of people and created critical programs such as reentry, rehabilitation, and literacy along with organizing and managing a large number of volunteers.

He currently serves on the board of directors for the Union County Education Foundation to remain connected to his passion for helping individuals in the nonprofit sector.

I am licensed to sell insurance products in the following jurisdiction(s): MD, NC, NJ, NY, OH, PA and SC, and securities products in the following jurisdiction(s): MD, NC, NJ, NY, OH, SC and VA. I cannot communicate with, nor respond to requests from users who reside in jurisdictions where I am not licensed to conduct insurance and/or securities business. State of Domicile: NC. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.SIPC.org)

Phone704-969-4167
-----------------------
Fax704-557-9670
-----------------------
Mobile 716-969-4167
-----------------------
Image

ADAM TAFF
Financial Planning Case Specialist, ChFC

We approached Adam Taff for his ability with numbers, as he was originally on a path to become a nuclear engineer.  When working with Key Employees, Partners, and Business Owners, Adam and Kevin complement each other very well in their approach, designs, plans, and service.

Adam has an MBA from George Mason University, and a B.S. in engineering from the University of Maryland. Adam's wife Jacki is an emergency medicine physician at Carolinas Medical Center, and together they live in Charlotte, NC with their daughter, Avery.

I am licensed to offer insurance in: CA, FL, GA, IL, MA, MD, NC, SC, TN, VA, and WI and securities in: NC, SC, WI, FL, WA, CA, TX, GA, IL, and VA. I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org). 4350 Congress St, Ste 300, Charlotte, NC 28209, 704-557-9600. LB&J Strategic Financial Planning is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. California Insurance License # 0L98625. 

-----------------------

Phone704-557-9600
Image

MEGAN MCDONALD
Executive Assistant

Megan has a background in hospitality and administration and has worked for several companies throughout her career and is CEO and owner of her own company.

Megan has a BS in Hospitality and Tourism Management from Virginia Tech and holds NC licenses for Life and Health Insurance.