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Jason Goldy, CFP®, ChFC, CEPA, is a 25-year veteran of the financial services industry where he has focused his time as a coach and consultant for successful financial advisors and serving the closely-held business community.
His focus is to equip and empower small to medium sized business owners to maximize the potential of their business and personal plans. The purpose is to help them grow the business while preparing to confront one of the most significant and inevitable events they will face – the sale or transfer of ownership. All owners exit eventually, and the earlier they plan for it, the more opportunity they create.
Born in Kentucky, Jason has been in the Charlotte region for over 30 years. He graduated from Appalachian State University with a Bachelor of Science in Business Administration. Jason and his wife Lori reside in Waxhaw with their 3 children – Maren, Colton, and Adelyn, along with their rescue dog, Boone. An avid sports family, they spend the majority of their “free” time on soccer fields throughout the Carolinas.
Jason is registered to offer securities in the following jurisdictions: NC, SC.
As Investment New Business Coordinator, Laura supports our advisors and their clients to provide smooth, seamless transitions during the new business process. She assists with the setup and servicing of new and existing accounts, investments and annuities for our advisors and their clients. She also works with advisors to provide excellent customer service and ensure a smooth process from start to finish. Laura is the main point of communication between our advisors and home office contacts to maintain an excellent relationship. She joined the firm in November 2015 in client relationship roles and advisor support.
Laura grew up in Columbia, SC where and attended the University of South Carolina where she earned a Bachelor of Science, double major, in Business Management & Marketing. Outside the office, Laura enjoys reading, going to the beach, and cooking!
Lou’s expertise in Investment and Financial Services expands through Private Wealth Management, Corporate Retirement Planning, Retirement Income Distribution Planning, and Financial Planning. Lou and the team are devoted to analysis, due diligence, ongoing review, and providing the most appropriate investment solutions for our advisors to bring back to their clients.
Lou moved to Charlotte in 1993, and he and his wife have four children. He has dedicated his community service towards sports ministries, support group facilitation, and high school group leadership through the ministry team at Calvary Church in Charlotte.
Catherine Stout is the Relationship Manager for Five Point Financial. She has worked in the financial services industry for over 30 years and loves working with our clients, while striving to provide the highest level of service through clear, consistent communication and diligent follow-through. She welcomes your calls and will be your point of contact for scheduling appointments, new account set-up, servicing existing accounts, and answering any service-related questions. Her goal is to support strong, long-lasting relationships between Five Point Financial and our clients.
Away from the office, Catherine loves the beach and enjoys spending time with her family, traveling, gardening, and cheering for the Atlanta Braves and Carolina Panthers. She graduated from the University of North Carolina at Chapel Hill and loves all things Tar Heels.
Lee is the founder and a financial advisor at Five Point Financial. Since 2007 he has been working in the financial industry. His career eventually led him to establish his own firm where he specializes in working with individuals and small business owners.
Lee studied at East Carolina University where he earned both his undergraduate and Masters in Accounting (MSA). He began his career with Ernst & Young, LLP where he served as an auditor for three years. He entered a new role as a financial advisor with a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) in 2007.
Today, he finds joy in helping clients achieve their personal and professional financial goals through risk management, asset management, retirement planning and small business planning.
Outside of the office, Lee enjoys golfing and spending time with his wife, Jessica, and their two children. He is a member of AAX – Advisors Association and Legacy Advisors Network.
Lee is registered to offer securities in the following jurisdictions: AL, AZ, CO, CT, DC, FL, GA, IN, MI, NC, NY, OH, OR, PA, SC, TX & UT.
Lee Bowman is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Five Point Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 4350 Congress St., Suite 300, Charlotte, NC 28209 704-557-9672.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.
