HOOD FINANCIAL SERVICES TEAM
Our team is made up of experienced professionals who are licensed and credentialed in their respective fields. We are all dedicated to ethical and moral behavior. We offer objective recommendations and unbiased advice to help you achieve your financial objectives in a strategic manner.
Professional Partners
David Ellis, Trustee
David is President & CEO of ENGINEERED CAPITAL GAINS SOLUTIONS, INC and has been serving his clients in the financial services industry since the early 90's. David has expanded his business model to include estate and tax planning for his high-net-worth clients, including providing products and services to Financial Professionals through a partnership with the "Estate Planning Team". David’s role as a DST Trustee allows him to utilize his financial background and team to help BFS clients understand their options and maximize their estate planning needs.
David is passionate about helping his neighbors and his community and regularly participates in events to better his community. His business sponsors Forever Found - an organization that rescues people from sex trafficking and helps victims rebuild their life. David and his wife have been married for over 30 years with 7 children: 3 biological children, and 4 children through fostering that turned into adoption. They enjoy spending time with friends and family, traveling, and boating in their free time.
Quinn Ellis, Trustee
Quinn is the co-trustee for ENGINEERED CAPITAL GAINS SOLUTIONS and has over a decade of experience in the financial services industry. In this role, Quinn helps oversee hundreds of ECGS’ professional partners educating them on how to defer capital gains tax on any highly appreciated asset for their business owner and high net worth clients.
Understanding that many of our industries are changing, Quinn works closely with BFS and our CFPs, CPAs, RIAs, business brokers, property and casualty agents, commercial real estate brokers, and legal professionals to help us all bring more value to our clients. Working with Quinn allows BFS clients to have a thorough understanding of how the DST works and how it may apply them.
Dennis Fontaine, Senior Marketing Consultant
Dennis Fontaine is Sr. Marketing Consultant for LIFE & ANNUITY MASTERS. With over 18 years of experience in brokerage support, Dennis specializes in personal and business case design for annuities and life insurance to help ensure BFS clients meet their financial protection and wealth accumulation goals. Dedicated to learning about each individual’s unique goals before preparing their case design, Dennis is able to produce the best possible plan to meet the specific financial needs for BFS clients.
Chris Gure, PPC
After graduating from Auburn University's Harbert College of Business with a Bachelor's Degree in Finance, Chris relocated to Raleigh to begin his career in Wealth Management. In addition to being a former nominee for Fidelity's President's Circle Award representing the top one percent of advisors, Chris has also been recognized by the International Association of Registered Financial Consultants for fostering public confidence in the financial industry. Chris holds FINRA series 7, 63, and 66 registered with Fortress Private Ledger. He's also been an active volunteer with the Junior Achievement program to help promote financial literacy to students in grades K-12.
Kirk Canole, Chief Operating Office and Utility Analyst
Kirk Conole serves as the Chief Operating Officer overseeing client relationships and business development activities for the company. Before joining DCI, Kirk was the principal of Independent Energy Services, providing utility rate and tariff analysis along with economic analysis for energy projects such as back-up generation, co-generation, solar energy and energy efficiency. Kirk’s deep expertise in the area of Energy Consumption and Strategic Use allows him to provide utility rate and tariff analysis and cost savings for DCI’s clients. In addition, Kirk oversees the marketing of the firm’s CORE and Tax Solutions to current and prospective clients. Kirk received his B.S. in Electrical Engineering from San Diego State University.
We’d love to hear from you! Call Amanda on (704) 503-0080 today.