Meet the Team

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), cute grandchildren Ellis and Phoebe, and fun-loving “grand-dogs,” Arty and Zoe.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

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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,  assists 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 two girls Collins and Parker, son Harris, and an incredibly spoiled dog Ellie. Steve also serves families impacted with disabilities through Joni & Friends – Family Retreats.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

Check the background of your financial professional on FINRA's BrokerCheck

Delaine Kreshon

Client Services SPECIALIST

(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.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

Pam Roberts

Client Services SPECIALIST

(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.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.