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Thomas H. Curry, CPA/PFS

Financial Planner, Lincoln Financial Securities
Partner, WealthPlan Financial Group
Phone: (704) 578-9958
Email: tcurry@WealthPlanFinancial.com

Tom is a Charlotte native and received a BS in Accounting from UNCC in 1989 and became a CPA in 1991. He initially worked as an auditor for Deloitte and then as a tax and accounting professional in his family’s local CPA firm. In the year 2000, he became a licensed financial advisor to better serve his clients’ needs. To expand on his expertise, Tom achieved the PFS (Personal Financial Specialist) designation in 2010 which is an industry designation reserved for CPAs. He currently represents Lincoln Financial Securities as an Investment Adviser Representative, and is also licensed to offer Life, Health and Long-Term Care Insurance.

Tom believes clients need goal-based, comprehensive financial planning to create a blueprint for their financial lives. Tom serves as a trusted advisor for his clients, bringing them peace of mind through communication, technology and expertise. Money is important in different ways to different people, so Tom ensures the planning process is very personal and long-term in nature. Tom knows that working alongside clients to create, implement and adjust their unique plan is the best way to achieve a measurable positive impact.

Tom lives with his amazing wife Kelly and they have three adult boys that are their pride and joy. They share an abiding faith in Jesus Christ and strive to make Him first in their lives. Tom’s hobbies include gym workouts of all kinds, reading, fine dining and travel.

Bryant Goodman, CFP®Bryant Goodman

Financial Planner, Lincoln Financial Securities
Partner, WealthPlan Financial Group
Phone: (704) 716-3436
Email: bgoodman@WealthPlanFinancial.com

Bryant joined WealthPlan Financial Group in 2009 fulfilling a vision he had for his life in high school. His passion for families developed during his high school years at Charlotte Christian School. He watched his parents navigate their finances and vividly remember their confusion and frustration with investments and their lack of a plan. He says “Our family did well but there was always an underlying stress about money and finances that was unnecessary.” He knew from this time in life his purpose was to enrich the lives of others by leading them to financial confidence and independence. His mission is to align a client’s financial decision making with their values and life goals.

He is a member of WealthPlan Stewardship Partners enhancing client’s lives by guiding them to fulfill their true purpose in life. As a Wealth Stewardship Advisor, his clients have investment options that fit their religious, social, and environmental values. He adheres to the fiduciary standards of the CFP board as a CERTIFIED FINANCIAL PLANNER™ in all planning, investment, and insurance advice. He puts himself in his client’s shoes to give them the mind of a CFP to review their financial decision making.

Bryant is also a Dave Ramsey SmartVestor Pro* assisting local families and business owners in need of a trusted advisor that believes in practical, common sense financial guidance. LFS-2804241-103019

*Dave Ramsey’s SmartVestor Pro is for investment services only. Dave Ramsey’s endorsement does not extend to the financial planning or investment advisory services offered through Lincoln Financial Securities. LFS is separate from and unaffiliated with Dave Ramsey. SmartVestor Pros pay a fee to be included in this network.

Kevin Walsh, CRPC®

Registered Principal, Lincoln Financial Securities
VP, Operations & Financial Planning, WealthPlan Financial Group
Phone: (704) 716-3425
Email: kwalsh@WealthPlanFinancial.com

Prior to joining WealthPlan Financial Group Kevin managed several areas of Broker Dealer Operations including the Trade Desks and General Service Team for Lincoln Financial Advisors and Lincoln Financial Securities.

Since joining WealthPlan in 2016, Kevin has worked closely with the WealthPlan staff and our financial professionals to provide securities and financial planning related expertise. In addition to working with some select clients, he has a passion for helping other advisors develop a fee-based advice model practice. 

Kevin studied Aviation Management at Bridgewater State University and currently holds the Finra Series 6, 7, 63, 65, 24 and 4 licenses. Kevin is a Chartered Retirement Planning CounselorSM and a member of the Charlotte Chapter of the Financial Planning Association. He is licensed for Life, Accident and Health or Sickness, Medicare Supplement and Long-Term Care Insurance in North Carolina.

Kevin resides in Weddington, NC with his wife Keri, daughter Evelyn Jo and their Rottweiler, Roxy. When not at work, he enjoys spending most of his time in the great outdoors, camping, hiking, snowboarding, target shooting and digging the occasional relic while metal detecting being some of his favorites.