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

Charlotte, NC

980.585.3362

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Daniele Donahoe, CFA® Partner, Chief Equity Strategist

Charlotte, NC

980.585.3359

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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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Anna Cruz Client Service Associate

Charlotte, NC

980.585.3373

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Corey Meyer, CFP® Wealth Advisor

Charlotte, NC

980.585.3364

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Sara J. Smith, CPFA® Associate Wealth Advisor

Charlotte, NC

980-585-3361

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Tracy Strickler, FPQP® Advisor Support Specialist

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 Senior Client Service Associate

Charlotte, NC

980.585.3368

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