Who We Are

Located in Davidson, NC, 4Point Wealth Management is an independent financial planning practice supporting individuals and families across the country through life’s key financial transitions. Our team of financial advisors specializes in personalized financial planning and retirement income strategies for individuals, families, and business owners navigating life’s key financial transitions.

Our Mission & Commitment —

At 4Point, our mission is to champion our clients’ individuality, embrace their journey, and support their pursuit of financial independence. We collaborate with clients to help them build and safeguard wealth, emphasizing long-term stability and growth.

We are committed to being there for life’s significant moments and cultivating meaningful relationships beyond managing investments. Our priority is to offer attentive, hands-on service, striving to make our clients feel appreciated and supported.

Our Values —

We operate with integrity, transparency, and a client-first mindset. Our team embraces innovation and excellence while fostering a culture of inclusion, gratitude, and respect. These values guide every interaction and decision, helping us create a welcoming environment where diversity is celebrated and every client feels heard.

Our wealth management team —

Our credentialed advisors bring decades of combined experience in wealth management, retirement income planning, and fiduciary standard guidance.

While our office is located in Davidson, NC, our reach extends nationwide. We work with clients across the country who value personalized financial planning, fiduciary transparency, and a relationship-driven approach to financial planning.

Christina McConnell

CRC^® ADPA™
Managing Partner

*Forbes 2026 Best-in-State Top Women Wealth Advisors

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Jay Tillman

CPWA^®, CIMA^®, CFP^®,
RICP^®, CLU^®
Managing Partner

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Laura Long

CRPC™ AWMA™ MBA
Managing Partner

*Forbes 2026 Best-in-State Top Women Wealth Advisors

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Randi Derene

Financial Consultant

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Jake Baumann

Client Services Associate

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*The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.