Chuck Clifton, CFP®, CDFA®
Senior Financial Planner & Principal
Chuck is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®, as well as the founder of Sycamore Financial Planning, LLC, a Fee-Only financial planning firm headquartered in Durham, NC. Chuck has been a part of the financial services industry since 2008, when he joined a local investment advisory firm in the roles of financial analyst, research analyst, and Chief Compliance Officer. Prior to this, Chuck worked for IBM for 10 years as a software engineer, project manager, and financial operations manager.
Chuck enjoys engaging with his local community through involvement with civic commissions, community non-profits, and mission work through his church. He is deeply committed to social and economic justice issues, with particular emphasis on alleviating poverty, hunger, and food injustices.
You can learn more about Chuck in this interview that discuss why he became a financial planner and his thoughts about fiduciary advice.
Master of Trust & Wealth Management, Campbell University
Master of Business Administration, University of North Carolina at Chapel Hill
Bachelor of Science, Computer Science, Virginia Tech
Bachelor of Arts, Economics, Virginia Tech
Contact Chuck for a complimentary, no obligation initial consultation.
Josh Holland, CFP®
Josh, a CERTIFIED FINANCIAL PLANNER™, joined Sycamore Financial Planning in September 2015 as an Assistant Financial Planner and is now working directly with clients as a lead adviser. Josh has been a part of the financial services industry since 2013 when he joined Fidelity Investments as a customer service representative with the Workplace Investment team. While at Fidelity, Josh expanded his role on the Workplace Investment team by providing investment and retirement guidance to Fidelity 401(k) participants. Prior to working at Fidelity, Josh worked as an operations analyst for Credit Suisse for 6 years.
In his free time, Josh enjoys spending time with friends and family while staying active by playing basketball and hiking with his dog Gabriel. He also enjoys volunteering for causes such as Habitat for Humanity and the Food Bank of Central & Eastern NC.
You can learn more about Josh in this interview that discuss why he became a financial planner and his thoughts about fiduciary advice.
Bachelor of Science, Business Management, North Carolina State University
Executive Certificate in Financial Planning, Duke University
Contact Josh for a complimentary, no obligation initial consultation.
Associate Financial Planner
Ethan joined Sycamore Financial Planning in May 2021 as an Associate Financial Planner. Prior to joining Sycamore, Ethan earned his Bachelor of Science in Finance with a focus on CFP® Education from Virginia Tech and went to work as a Financial Planning Associate at an investment advisory firm located in Durham, NC. Ethan passed the CFP® Exam in September 2020, and he is currently working on the remaining requirements to obtain the CFP® Certification. Ethan supports the firm’s financial planners throughout the financial planning process.
When he is not helping craft financial plans, Ethan can be found spending time with his family and friends listening to live music, watching his beloved Hokies, or visiting one of Charlotte’s many breweries.
Bachelor of Science, Finance with Financial Planning concentration, Virginia Tech
Dee Dee Brooks
Client Services Specialist
Deandrea (Dee Dee) joined Sycamore Financial Planning in October 2017 as a Client Services Specialist. Prior to joining Sycamore, Dee Dee worked in various positions with other firms focusing on creating great customer experiences while also facilitating the smooth operation of those firms. These roles have included: a staff specialist for Duke University’s Alumni Affairs, a program assistant at A Helping Hand — a Durham nonprofit specializing in elder care, and a registrar and guidance counselor secretary with the Durham Public Schools.
In Dee Dee’s spare time she enjoys decorating and organizing events. She also enjoys cooking, spending time with family, and volunteering with her church and other nonprofits.
Thomas joined Sycamore Financial Planning June 2020 as a Financial Analyst, assisting the firm’s financial planners with plan preparation and analysis. Thomas is a recent Clemson University graduate, and he has worked in various firms with roles focused on operations and financial analysis. These roles include work as a financial analyst intern at DLA Piper and financial planning intern at Jason Howell Company.
In his free time, Thomas enjoys spending his time with friends and family hiking, camping, and exploring the outdoors. He also enjoys cooking, baking, and volunteering with his church and other nonprofits to combat homelessness.
Bachelor of Science, Financial Management (concentration in Financial Planning), Clemson University
Alison joined Sycamore Financial Planning in July 2020 as a Financial Analyst, and supports the firm’s financial planners in plan preparation and analysis. Prior to joining Sycamore, Alison had a financial assistant role at LPL Financial, one of the nation’s largest independent broker-dealers. In addition, she also worked internationally in Hong Kong, conducting investment analysis and financial planning for Trust and Private Banking clients at two Fortune 500 corporations – Bank of Montreal and Standard Chartered Bank.
Alison is currently enrolled in the Master of Trust and Wealth Management program at Campbell University. In her spare time, she enjoys promoting diversity and global cultural exchange for various educational organizations.
Bachelor of Business Administration, Management & Economics, Chinese University of Hong Kong