Sandy Carlson, CFP®, CPA, CDFA®, QKA Partner, Regional Director, Wealth Advisor, Director of Financial Planning

Charlotte, NC

980.585.3362

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Daniele Donahoe, CFA Partner, Chief Equity Strategist

Charlotte, NC

980.585.3390

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Kanak Agrawal Investment Analyst

Charlotte, NC

704.520.2227

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Chantal Bettin Executive Assistant

Charlotte, NC

980.585.3370

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Becky Hoover, CFP®, CPA, CDFA® Partner, Wealth Advisor

Charlotte, NC

980.585.3371

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Daniel Hudspeth, CFP® Associate Wealth Advisor

Charlotte, NC

980.585.3367

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Corey Meyer Wealth Advisor

Charlotte, NC

980.585.3364

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Tracy Strickler Office Manager

Charlotte, NC

980.585.3372

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Lorri Tomlin, FPQP™ Partner, Wealth Advisor

Charlotte, NC

980.585.3366

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Elliott Van Ness, CFA Partner, Director of Equity Research

Charlotte, NC

980.585.3363

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Abby Williams Client Service Associate

Charlotte, NC

980.585.3368

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