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Our team has been crafted by the needs and wants of our clients. The founder is a former restaurant owner and current CFP® who values service above all else. We also have a former CPA that understands the importance of tax planning and a former PGA pro that serves as an example of the link between finance and golf. Having a team allows us to focus on service and communication, which results in better investments and financial planning. We believe in relationships and have built our team to get you to AND through retirement.

Albert Chen, CFP® Photo

Albert Chen, CFP®

Born and raised in in Sumter, South Carolina, Albert attended the Honors College of Florida State University. Following his graduation, he returned to Columbia where he owned and operated multiple successful businesses. His entrepreneurial experience has served him well in building a successful client base in both North Carolina and South Carolina.
Albert is married to Donna with 2 boys, Owen and Nolan.  He enjoys coaching little league, eating out, day dreaming about playing golf, and taking tests.  
Michael Bucceri, Senior Wealth Manager Photo

Michael Bucceri, Senior Wealth Manager

With more than three decades in the financial services industry as well as a former practicing CPA, Michael’s primary focus is helping individuals and business owners grow, preserve and tax efficiently distribute their retirement assets. Michael’s extensive experience in public speaking has sharpened his ability to communicate effectively with clients in an easy to understand conversational style.
Michael lives in Pinehurst with his wife Gillian, his two hounds Ralphie and Penny and is an avid golfer. Michael enjoys classic cars, classic rock and the History Channel. He has also been a major fund raiser for the Tisch Multiple Sclerosis Research Center of New York over the past decade.
Gregory Lyon Photo

Gregory Lyon

Chief Compliance Officer
Gregory comes to CMIA following successful stints at Fidelity and LPL Financial.  His high level corporate experience includes investment management, tax planning, risk management, business analysis, and estate strategies for high net-worth and ultra-net worth clients. Gregory  also worked on institutional planning and served on the guidance team for Harvard, Stanford, UCLA, UNC and Duke while working at Fidelity.
Gregory understands that financial freedom has a purpose – to live your life. He is testimony to this as a Scout Master with the Boy Scouts of America, and a family man who loves mountain biking, snowboarding, surfing, tennis, travelling and serving his Apex, NC Community through the church.  
Brian MacIntosh Photo

Brian MacIntosh

Senior Wealth Manager
As a former professional golfer, Brian learned the art of "course management" to navigate his way around the golf course regardless of conditions.  Brian has taken this skill and discipline off the course and applied them to his financial practice, helping clients work towards their goals, regardless of personal or market related obstacles.  
In addition to assisting individuals, Brian works with companies on implementing and managing their retirement plans from open enrollment to ongoing education meetings with participants.
Brian graduated with a Bachelor's of Business Administration and Economics from Campbell University.  He resides in the Charlotte area with his wife, Michele, and their blended family of five children in their home which they are renovating themselves.  In addition to playing golf, Brian enjoys fishing, woodworking, and taking day trips to the mountains to explore.