David Srulevitch is a CFP® with five years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, and Blair, Bohle & Whitsitt. He holds a Series 63 license and is based in Charlotte, NC. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework, utilizing both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Deanna Strean is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Carolina Capital Consulting, Inc., among others. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Leslie Ortiz Quiroz is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Wealth Enhancement Group, Carroll Financial Associates, Vertex Capital Advisors, and Charanda of Fort Mill. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.