Our Team

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

 

Mike Kavanagh , CFP®

Wealth Management Advisor

Office 704-442-4412 ext. 5


Email

Read Bio

Chip Dotson , CFP®

Wealth Management Advisor

Office 704-442-4412 ext. 6


Email

Read Bio

Denny Fulk , CFP®

Wealth Management Advisor

Office 704-442-4412 ext. 7


Email

Read Bio

Matthew Erbacher

Financial Advisor

Office 704-442-4412 ext. 8


Email

Read Bio

Ryan Kavanagh

Financial Advisor

Office 980-395-2096


Email

Read Bio

Michael Kramer , CFP®, RICP®

Director of Investments and Planning

Office 704-442-4412 ext. 9


Email

Read Bio

Kenny Hiatt

Investment Operations Associate

Office 704-442-4412 ext. 9


Email

Read Bio

Stephanie Mechutan

Client Service Representative

Office 704-365-2014


Email

Read Bio

Thomas T Lawson , CFP®, ChFC®, CLU®

Director of Planning

Office 704-442-4519


Email

Read Bio

Madeline McGinn

Director of Insurance and Operations

Mobile 704-287-1466


Fax 704-442-4413


Email

Read Bio

Lorianne Montsinger

Retirement Plan Service Associate

Office 704-442-4412 ext. 4


Email

Read Bio

Maddie Woodie

Operations Assistant

Office 704-442-4412 ext. 1


Email

Read Bio