Meet our Team

At Dyer & Co., we believe financial planning should be straightforward, trustworthy, and built on genuine relationships. Our small team is intentionally designed to deliver personalized service without the complexity that defines much of our industry. We work as true partners with our clients, combining financial expertise with real operational excellence to help you navigate life's transitions with confidence..

  • Financial Planning Associate

    Caroline is focused on building the operational systems and client-centered processes that allow Dyer & Co. to scale thoughtfully. With a background in HR operations and financial analysis, Caroline brings a passion for process improvement and technology integration. Now Series 65 licensed, she works directly with clients on financial planning implementation and serves as a specialist in MoneyGuide Pro planning software. Her goal is to ensure that every client interaction reflects the same care and precision that goes into the financial planning itself.

  • Founder & President

    Gray has been in financial services since 1997. After years working within large wirehouse and institutional firms, Gray spent seven years in planned giving at Davidson College. These experiences shaped his belief that the best financial advice is deeply personal, completely unconflicted, and built around what clients actually care about. He founded Dyer & Co. to practice exactly that, as a fee-only, fiduciary advisor serving successful individuals and families in Charlotte and beyond. When he's not working with clients, you'll find Gray watching Colby women’s lacrosse or fishing with his son.