Our Team

To learn more about our qualified firm, please click on the bios below.

 

Our Advisors

Mike Kavanagh , CFP®

Partner

Office 704-442-4412 ext. 5


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Chip Dotson , CFP®

Partner

Office 704-442-4412 ext. 6


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Matthew Erbacher

Partner

Office 704-442-4412 ext. 8


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Denny Fulk , CFP®

Partner

Office 704-442-4412 ext. 7


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Our Team

Michael Kramer , CFP®

Director of Investments and Planning

Office 704-442-4412 ext. 3


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Lorianne Montsinger

Director of Operations

Office 704-442-4412 ext. 4


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Heather Buys

Client Relations Manager

Office 704-442-4412 ext. 1


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Katie Lowder

Insurance Operations Associate

Office 704-442-4412 ext. 2


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Kenneth Hiatt

Investment Operations Associate

Office 704-442-4412


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