Clients of Carolina Wealth Partners benefit from affiliated financial services professionals and our large referral network. We help you proactively address money matters in every part of your life, and we retain the collective expertise of associated wealth managers and Certified Financial Planners™ to fulfill your financial planning efforts.
Heartland Financial Advisor
Brian R. Luce
Brian Luce is a financial advisor in Raleigh and founded Heartland Financial Advisor after working in the banking industry for several years. Brian is a graduate of the University of Nebraska at Kearney where he double-majored in economics and finance. Born and raised in Nebraska, he moved to Raleigh with his wife, Brandy, in 2014. He has partnered with Carolina Wealth Partners since 2016.
C. Marcus Luster
Marcus began his career as a financial advisor in 2015, a year before his partnership with Heartland Financial Advisor. Marcus received a degree in international relations with a focus on economics and international finance from the College of William and Mary. He grew up in Chesapeake, Virginia and moved to Raleigh in 2015 where he lives with his long-time girlfriend, Sarah, and their pup Roger Bernard.
Tom Thalman, Certified Financial Planner®, Chartered Retirement Plan Counselor®
Tom founded Turning Point Retirement Associates to offer objective guidance and advice free from the constraints of shareholder expectations and corporate profits. An educator by nature, Tom’s independent practice is uniquely positioned to help individuals and families invest with confidence.
After graduating from Bowling Green State University with a bachelor’s degree in psychology, Tom worked as a counselor in a community center. He later worked as a respiratory therapist; both professions helped Tom realize the value of listening first and talking later. The diverse nature of those industries also helped him develop his career as a financial planner. His passion for ongoing education credits him as a Certified Financial Planner® and Chartered Retirement Planning Counselor®. Tom also holds FINRA Series 6, 7, 63, and 65 licenses.
Dominique is President and CEO of VALTA, Incorporated in Charlotte, North Carolina. He has been in the financial services industry since 1975 and specializes in helping others gain absolute clarity about what is most important in their lives. He serves as a financial life coach to encourage his clients to make smart choices about their money for the reasons that are important to them.
Dominique has created a process-driven, values-based comprehensive financial planning and wealth management approach through collaboration with a team of subject matter experts in all areas of finance. His desire is to guide clients to have a life of significance by aligning their financial choices with their core values.
Dominique is an avid national lecturer and speaks primarily on optimal money management and financial strategies for successful retirement. He has received numerous awards during his career including the prestigious Order of Excalibur, presented to him by former President of France Giscard d’Estaing.