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Meet The Team
We Plan for Taxes the Way Life Actually Happens.
Our team believes strategic tax planning is about far more than minimizing taxes—it’s about protecting your lifestyle, your choices, and your long-term freedom. We focus on turning tax-deferred savings into tax-efficient income, reducing the risk of being pushed into higher tax brackets later, and eliminating surprises that can disrupt your financial plans. By creating flexibility and building proactive strategies, we help you stay in control of your future with clarity and confidence.
Davis Oliver
Davis Oliver is a tax strategy innovator who has helped clients save close to 100 million in taxes through strategic tax and structuring planning. After earning his degree in Economics with a minor in Entrepreneurship from UNC Chapel Hill, Davis began his career as an analyst for the oil and gas industry. It was during this time that he discovered Bitcoin and Bitcoin mining, sparking a fascination with how emerging assets could serve as powerful wealth-building and tax optimization vehicles...
Christian Meade
Christian Meade is a Planning Strategist. Christian provides valued support to our senior planning team and our clients in various areas as needed.
Christian is a graduate of The University of North Carolina at Chapel Hill, earning a degree in Economics with a minor in Statistics.
Outside of work, Christian enjoys spending his time walking his dogs, hanging out with friends and family, and rooting on UNC in any and all sports...
Anne French
Anne French is a Wealth Strategist. After graduating from the University of Alabama, Anne started her professional career as a pharmaceutical sales specialist. This launched her journey throughout many disciplines in the healthcare field.
After her successful healthcare career, Anne stepped away from the workforce to raise her six children. In her most recent role, Anne demonstrated her skills securing tax-advantaged private funds which helped clients throughout the U.S. save taxes and build tax-advantaged cash flows...
Niell Foshee
Neill is Strategic Retirement Solution’s Client Practice Manager. He coordinates and manages all aspects of the practice and is the first point of contact for clients. Neill also oversees all of the electronic and written communications for the ongoing education of our clients. Neill previously served as the Director of Operations for the Reverse Mortgage Education Network, which was one of only two State of Florida approved mortgage broker continuing education schools devoted solely to training in reverse mortgages...
Nicole Pritz
Nicole brings years of diverse experience in the financial sector. As the Client Service Specialist for a top wealth advisory firm, Nicole provided new and existing clients with exceptional service for opening new accounts, transferring funds, and requesting distributions. She also managed all of the back-office processes needed to ensure efficient transactions and timely communications.