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


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Chip Dotson , CFP®

Wealth Management Advisor

Office 704-442-4412 ext. 6


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Matthew Erbacher

Financial Advisor

Office 704-442-4412 ext. 8


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Denny Fulk , CFP®

Wealth Management Advisor

Office 704-442-4412 ext. 7


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Ryan Kavanagh

Financial Advisor

Office 980-395-2096


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Michael Kramer , CFP®, RICP®

Director of Investments and Planning

Office 704-442-4412 ext. 3


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Kenneth Hiatt

Investment Operations Associate

Office 704-442-4412 ext. 9


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Stephanie Mechutan

Client Service Representative

Office 704-365-2014


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Thomas T Lawson , CFP®, ChFC®, CLU®

Director of Planning

Office 704-442-4519


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Madeline McGinn

Director of Insurance and Operations

Mobile 704-287-1466


Fax 704-442-4413


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Lorianne Montsinger

Retirement Plan Service Associate

Office 704-442-4412 ext. 4


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