Putting
people first.
Get to know our leadership team
Leadership at the Lake Norman office is dedicated to doing good for our clients, employees and community.
As a Financial Advisor, I provide comprehensive wealth management solutions for my clients. My specialty lies in the medical market, where I work with physicians and allied health professionals. In addition I work with clients looking to create a holistic financial plan for themselves and those they love. My team...
As a Financial Advisor, I provide comprehensive wealth management solutions for my clients. My specialty lies in the medical market, where I work with physicians and allied health professionals. In addition I work with clients looking to create a holistic financial plan for themselves and those they love. My team and I know every client has their own story, we would love to hear yours!
Paige Holt
Associate Financial Representative
Emily Barnwell
Katherine Pless
Office Manager