Contact
Contact Info
Fax: (704) 496-2260
8430 University Executive Park Drive Suite 655
Charlotte, NC 28262
Hours: Monday-Friday 9am-5pm
Fax: (704) 496-2260
8430 University Executive Park Drive Suite 655
Charlotte, NC 28262
Hours: Monday-Friday 9am-5pm
JonMarshall Robinson is a trusted Financial Services Professional dedicated to helping individuals, families, and businesses achieve their financial goals and build lasting legacies. With a strong foundation in faith, family, and service, JonMarshall brings a personal commitment to every client relationship, delivering tailored strategies that foster financial security and long-term success. Prior to his career in financial services, JonMarshall served his community with distinction as a law enforcement detective. Today, he continues that spirit of service by providing expert guidance in areas such as life insurance, health and long-term care planning, estate planning, tax mitigation, and financial literacy education. His proven track record reflects a deep commitment to helping clients protect their assets, grow their wealth, and plan confidently for the future.
JonMarshall earned his Bachelor’s Degree in Business Management from Stockton University and holds professional licenses in Life, Health, and Long-Term Care insurance. His expertise spans sustainability, finance and accounting, management, and legacy planning. Outside of his professional work, JonMarshall enjoys spending time with his wife and three children, coaching youth football for the Lake Norman Giants, traveling, and staying active outdoors.
With a passion for service and a dedication to excellence, JonMarshall Robinson is honored to walk alongside his clients on their path to financial empowerment.
Kim Green, affectionately known as “Mama Green,” is a dedicated financial professional recognized for her compassionate approach and deep sensitivity to the needs of her clients. With extensive experience in computer technology, Kim has successfully contributed her expertise to prominent Fortune 500 companies as well as individual clients.
As an advocate for enhanced planning, Kim specializes in guiding individuals through critical aspects of financial preparedness, including probate, wills, trusts, and deeds. She is committed to empowering clients by providing clear, strategic solutions that secure their futures and those of their loved ones.
Kim enjoys a fulfilling personal life, celebrating over 45 years of marriage to her husband and best friend. Together, they treasure time spent with their two children and two grandchildren. Outside the office, Kim finds joy in traveling, scuba diving, urban ballroom dancing, reading, writing, and nurturing strong connections with family and friends.
Myrna M. Love is a dedicated financial professional who is passionate about empowering individuals through holistic financial literacy. She focuses on providing clarity and insight into critical financial principles and resources, especially for those who have historically lacked access or awareness.
Recognizing the significant gap in traditional education regarding financial knowledge, Myrna has committed herself to bridging this divide by offering clear, actionable guidance. Her approach centers on equipping clients with essential financial tools and strategies, enabling them to make informed decisions and reduce reliance on trial-and-error experiences.
Myrna specializes in legacy and wealth-building strategies, emphasizing the importance of establishing enduring financial assets that can be passed down through generations. By sharing her extensive knowledge and practical insights, Myrna helps clients lay strong financial foundations, facilitating lasting prosperity and security.
Married for 37 years, Myrna is dedicated not only to her professional practice but also to shifting the financial trajectory of her own family. With two adult children and five grandchildren, she is deeply invested in promoting financial wisdom that incorporates both core values and tangible assets. Through education, strategic planning, and intentional implementation, Myrna Love supports her clients in creating and preserving financial legacies that positively impact generations to come.
Sherida Lewis Stevens is the Lead Liaison for Health Insurance at Liberation Financial Partners, LLC, where she carries forward a multi-generational legacy of dedicated service and community ministry. Following her active-duty service in the U.S. Marine Corps, Sherida transitioned her commitment toward initiatives aimed at enhancing the educational and financial well-being of individuals and families. Guided by the principle of “teaching a person to fish,” Sherida empowers her clients by equipping them with the knowledge and resources necessary for sustainable financial independence. In addition to holding several professional financial certifications, she is licensed in Life, Health, Medicare, and Long-Term Care insurance.
Sherida is the author of “Indexed Universal Life Insurance In Action,” a practical guide that simplifies one of personal finance’s most versatile yet underutilized tools. Her expertise and approachable teaching style enable clients to effectively understand and leverage complex financial instruments for their benefit.
Sherida actively serves her community as a member of her church’s Board of Trustees and chairs its Finance Committee. She resides with her husband, cherishing time spent with their four children, eight grandchildren, and two great-grandchildren. Outside her professional responsibilities, Sherida enjoys teaching, gardening, traveling, and gourmet cooking.
Melvin Hobson is a dedicated financial professional whose mission is to empower individuals, families, and businesses to surpass their financial goals and build lasting prosperity. With a client-centered approach, Melvin serves as a trusted relationship manager, delivering customized solutions that address each client’s unique financial challenges and aspirations.
Specializing in comprehensive financial strategies, Melvin offers expertise in life and disability insurance, retirement planning, investment management, and human resources management. He collaborates closely with small business owners, professionals, and executives who value family, community, and sustainable financial success.
Melvin holds Series 7, 65, and 63 securities registrations and is licensed to provide Life and Health Insurance services in twenty-one states. He earned both his Bachelor of Arts in Industrial and Organizational Psychology and Master of Arts in Human Resources from Michigan State University. An active contributor to his community, Melvin is engaged with the Bolingbrook Area Chamber of Commerce, volunteers with local youth athletic programs, and serves as Assistant Coach for the Bolingbrook Buccaneers Youth Football and Cheer Organization. He is also an active member of the Grundy/Will County Human Resources Association and serves as a Trustee at Covenant Faith Church of God.
Melvin resides in Bolingbrook with his family. In his leisure time, he enjoys basketball, swimming, volleyball, bowling, and spending quality time with family and friends.
Venus is a seasoned CPA and licensed financial professional with over 25 years of experience in the industry. For the past five years, Venus has specialized in Risk and Control Self-Assessment (RCSA) testing, leveraging extensive expertise to ensure financial integrity and compliance.
Outside of work, Venus is passionate about urban ballroom dancing, line dancing, hiking, and reading. A devoted mom and committed Christian, Venus actively volunteers at her church, dedicating time to community service and support. In addition, Venus has served as a board member with Girls on the Run Charlotte Chapter since 2023, helping to empower young girls through fitness and personal development programs.
Marcus Bynum is an accomplished financial professional who, together with his experienced team of Certified Financial Planners (CFPs), CPAs, and analysts, delivers comprehensive wealth management and tailored investment strategies designed to grow and protect his clients’ financial assets.
With over two decades of extensive experience in the financial services industry, Marcus holds licenses in Life, Health, Property, Casualty, and Securities. His broad expertise and dedication led him to previously serve as Branch Office Supervisor and Securities Principal for Transamerica Financial Advisors in the Charlotte, NC region.
Marcus is the Founder and President of Liberation Financial Partners (LFP), a diverse team of financial professionals, many of whom are veterans. Upholding their core motto “No One Left Behind,” Marcus and his team are deeply committed to prioritizing the best interests of their clients.
Inspired by a personal encounter with the financial services industry during his 12th year of military service, Marcus recognized a widespread need for greater financial education. Driven by a passion for financial literacy, he transitioned into the financial sector to help bridge this knowledge gap. Marcus proudly retired from the armed forces after 26 years of distinguished service, having served honorably in both the U.S. Army and Coast Guard.
As a servant leader, Marcus actively engages with his community through meaningful partnerships and participation in non-profit organizations focused on empowering individuals with financial education and literacy.
Marcus takes pride in being the father of three adult children, all serving in either the military or law enforcement. In his personal time, he enjoys golfing, traveling, and experiencing diverse cultures.
Kyle joined Gradient Investments in 2025 and has more than 15 years of financial services experience. Prior roles include portfolio manager with a couple of large international institutional asset management firms, also was an advisor with a retail wealth advisory firm. Kyle has developed experience with financial advice, asset allocation, and investment analysis across the asset spectrum. He is a CFA® charter holder and has appeared on the Schwab network.
David began his professional journey working in non-profits, where he refined his skills in communication, team building, and problem solving — skills that now distinguish him as a financial professional at Beacon. Since 2007, David has helped hundreds of Kansas City families establish sophisticated yet easy-to-understand solutions for protecting and preserving wealth while minimizing tax exposure.
Focusing on retirement planning and asset preservation, David has built a reputation among clients as a relationship builder who provides exceptional customer service. He has been recognized five times by KC Business magazine as a “FIVE STAR Wealth Manager: Best in Client Satisfaction”.
David holds both master’s and bachelor’s degrees as well as his life, accident and health insurance license in Kansas.
David and his lovely wife, Ashley, live in Prairie Village. David is a passionate Chiefs, Royals and Big 12 fan. He’s enjoyed traveling to four continents. The father of four sons and two daughters, he also has seven grandchildren.
Kyle Bergacker joined Gradient Investments in 2025 and has more than 15 years of financial services experience. He began his career as a financial advisor for Thrivent Financial. His background also includes roles in investment research and portfolio management of multi-billion-dollar portfolios with large institutional asset management firms.
Kyle earned a degree in applied economics from the University of Minnesota. He’s also a CFA® charter holder, has been awarded the CFA Institute’s Sustainable Investing Certificate, and holds his Series 7 and 66.
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, managed a Lipper Award-winning mutual fund, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.