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Cherishing the Relationships We’ve Built

With Our Client Family Since 1983


About Tucker Boynton Financial Group

Tucker Boynton Financial Group is a financial planning, wealth advisory, and risk management firm. TBFG has been proudly serving its clients since 1983. We are a boutique firm dedicated to serving the best interests of our clients and their families.


Meet the Team

Roger McDonald Photo Roger McDonald Hover Photo
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Roger McDonald

Financial Advisor

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Roger McDonald

Financial Advisor

(704) 927-5006
(704) 366-5086
roger@tbfinancial.com

Roger McDonald has been a principal partner of Tucker Boynton since 1994. Roger provides comprehensive wealth management, retirement planning, and risk management services to his individual and corporate clients. Prior to joining the firm, he was senior vice president of Barclays Bank, PLC. He holds an MBA with a concentration in finance and investments from George Washington University and an accounting degree from the University of Tennessee. He is a member of the Financial Planning Association and the American Institute of Certified Public Accountants.

Roger, a native of Kingsport, Tennessee, enjoys cheering for the U.T. Vols and playing racquetball with his “younger” friends. He has served in various capacities in his church, but his first love is teaching younger families.  He also serves families impacted with disabilities through Joni & Friends – in the United States with “Family Retreats” and internationally with “Wheels for the World.” He and Jerilyn have been married since 1982 and have awesome children, Jon (wife Melissa) and Allison (husband Brittian), a cute grandson Ellis, and fun-loving “grand-dogs,” Arty and Zoe.

Steve Boynton, CFP® Photo Steve Boynton, CFP® Hover Photo
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Steve Boynton, CFP®

Financial Advisor

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Steve Boynton, CFP(R) 

Financial Advisor

(704) 927-5007
(704) 366-5086
steve@tbfinancial.com

Steve, a CERTIFIED FINANCIAL PLANNER™ professional,  assist clients, families, and businesses in a number of capacities including comprehensive financial planning, wealth advisory services and risk management. Steve has been with the firm since 2005 and principal since 2015.

He graduated from Campbell University's Lundy Fetterman School of Business with a Certificate in Trust Management. While at Campbell, Steve interned with Bank of America's Private Bank in Los Angeles, CA. 

Steve is passionate about his family, work, and fun. He and his wife Julie are proud parents of their daughters Collins and Parker and an incredibly spoiled dog Jaxon. Steve also serves families impacted with disabilities through Joni & Friends – Family Retreats.

Mark Boynton Photo Mark Boynton Hover Photo
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Mark Boynton

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Mark Boynton

(704) 927-5003
(704) 366-5086
mark@tbfinancial.com

Mark Boynton is co-founder of Tucker Boynton Financial Group, an independent financial services company. Mark possesses a broad knowledge of all facets of financial services, including extensive experience assisting corporate owners and members of the medical community with business and wealth-building strategies. His alliance with the Mecklenburg County Medical Society has allowed him to work with several generations of local physicians.

A native of Albany, Georgia, Mark is an avid hunter and enjoys golf in his leisure time. He has been married to Susan since 1975, and they are the proud parents of two children Christie and Steve and grandparents to Adelaide, Ella, Beckham, Collins and Parker.

Mark Boynton is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Mark is in no way related to Cetera Advisor Networks LLC or its registered representatives.

Ron Tucker ChFC, CLU, CASL Photo Ron Tucker ChFC, CLU, CASL Hover Photo
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Ron Tucker ChFC, CLU, CASL

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Ron Tucker ChFC, CLU, CASL

(704) 927-5001
(704) 366-5086
ron@tbfinancial.com

Ron Tucker, co-founding principal of Tucker Boynton Financial Group, began his career in the insurance business in 1972 after graduation from the University of North Carolina at Charlotte and four years in the US Air Force. Ron has faithfully served his clients, their families , and their legacies for more than 4 decades.

A native of Wadesboro, North Carolina, Ron is active in his church, having served in leadership roles as coordinator of local/foreign mission projects and as a director of the North American Mission Board. He has been married to Brenda since 1967, and they have three children and six grandchildren

Ron Tucker is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Ron is in no way related to Cetera Advisor Networks LLC or its registered representatives.

John Coalson Photo John Coalson Hover Photo
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John Coalson

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John Coalson

(704) 927-5012
(704) 366-5086
john@tbfinancial.com

John has more than 35 years experience in the employee benefits field.

Prior to joining Tucker Boynton in 2003, he was with Mercer Human Resources Consulting for 26 years in Charlotte where he served as Principal and office leader. Prior to joining Mercer, he was active as a group and pension representative. He has had the privilege to work with many large organizations and state health insurance plans, helping those employers manage their employee benefit programs. 

John is a native of Jacksonville, Florida. He earned a Bachelor of Science degree from Florida State University.

John Coalson is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by John is in no way related to Cetera Advisor Networks LLC or its registered representatives.

Lisa Lewis Photo Lisa Lewis Hover Photo
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Lisa Lewis

Licensed Sales Assistant

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Lisa Lewis

Licensed Sales Assistant

(704) 927-5004
(704) 366-5086
lisa@tbfinancial.com

Lisa Lewis joined Tucker Boynton in 1998 and serves as our Employee Benefits Specialist. She assists the client by managing the current benefits, assisting with service needs and researching claims issues. She supports the advisory team with questions and paperwork such as processing all forms and applications. She researches and gathers detailed benefit data for a wide variety of companies in many different industries and presents that research and knowledge to employer firms to assist them in making benefit decisions.

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Delaine Kreshon

Client Services

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Delaine Kreshon

Client Services

(704) 927-5002
(704) 366-5086
delaine@tbfinancial.com

Delaine Kreshon joined Tucker Boynton Financial Group in 1990. After becoming proficient in a number of various responsibilities, she now serves as Director of Client Services. She currently manages new business and customer service for asset management and insurance.  She assists the client and advisory team with questions and paperwork such as processing all forms and applications. Delaine is licensed in life, health, long-term care and Medicare supplement insurance.

Pam Roberts Photo Pam Roberts Hover Photo
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Pam Roberts

Client Services

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Pam Roberts

Client Services

(704) 927-5013
(704) 366-5086
pam@tbfinancial.com

Pam joined Tucker Boynton Financial Group in 2009, and serves on our Client Services team. She manages our client database and also serves as corporate bookkeeper. 

Pam is active in her church serving as a member of both the choir and bell choir.  She and her husband enjoy spending time with their kids – a daughter and her husband in South Carolina and a son and his wife in the North Carolina mountains.