Low-Cost & Tax-Efficient Investing

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(919) 280-8600

Ron Elmer

In addition to his tax practice, Ron has over 25 years of diversified financial experience that includes the management of investment portfolios for clients like Boeing, Chrysler, IBM, Walgreens, and the states of North Carolina, Georgia, and California.

Ron's list of published books:

The 401k Cookbook
The ETF Cookbook
The Rollover IRA Cookbook
The Federal TSP Cookbook

He has taught finance courses at North Carolina State University and Strayer University, in addition to earning the following credentials:

MBA - Finance & Accounting, NYU - New York University
BBA - Finance, University of Oklahoma
CFA - Chartered Financial Analyst, CFA Institute #212434
CPA - Certified Public Accountant, NC Board of CPA #30146
CFP® - Certified Financial Planner™, CFP Board #88318

Ron grew up in Montana and has lived in Cary, North Carolina with his wife and boy/girl twins since 1999.

Carl Davis

In addition to teaching finance at NC State and High Point Universities, Carl is the former Chief Investment Officer of First Citizens Bank and has over 30 years of investment management experience.  

Carl has earned the following credentials:

MBA - Duke University
BA - Economics & Management, Albion College
CFA - Chartered Financial Analyst, CFA Institute 
CFP® - Certified Financial Planner™, CFP Board 

Carl grew up in Michigan and has lived in Raleigh, North Carolina with his wife and daughter since 1983.