Who we are
Picking a financial advisor is a big decision. It can shape your and your business' financial future. At Endurance Financial we believe in mutual selection: making sure we're the right fit for each other before we get started.
We know the pressure of running a business, and the opportunities that get missed when your financial life is scattered across different people and tools. That's why we built our practice around the Virtual Family Office.
One relationship. One plan. One contact.
Our commitments
Trust is the foundation of every good client relationship. We commit to:
Transparency
Clear communication about our process, fees, and recommendations.
Respect
We treat you with dignity and provide attentive service at every step.
Timeliness
Prompt responses to your questions and concerns. Your time matters.
Meet the team
Charles West
Charles started his career in the turbulent markets of 2001, learning to guide clients through real ups and downs. Based in North Carolina, he works with businesses up to $100 million in revenue and builds Virtual Family Office teams for high-net-worth families.
Neil Ellington
Neil brings 23+ years in the financial industry, including roles at Ford, Wells Fargo, and First Union. A Certified Value Growth Advisor and business consultant, he focuses on helping clients reach lasting financial independence.
Cena Melton
Cena cares about clients and the details. She supports the advisor team and makes sure every client interaction is handled well, on time, and with care.
Kathleen Zheng
Kathleen graduated from UNC-Chapel Hill with a bachelor's in psychology. She handles scheduling, information management, and keeps the office running.
Sara Oakley
Sara is the Relationship Manager at Endurance Financial. She makes sure our calendar is full, and anytime you need help with something, she's the first person to call.
Dan Kurth
Dan has 28 years of experience working with small and mid-sized businesses and their owners. His focus is helping owners transition their businesses to lasting performance.
Ready to take control of your financial future?
Let us handle the coordination so you can focus on running your business.