Our Teams (Headquartered in Charlotte, NC)
*Satellite office
Executive Team
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Joel E. Burris
President, Managing Partner
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Jim Ball
Director of Compliance & Executive VP
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Joey Hagner
Chief Growth Officer
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Cynthia Butcher
Chief Financial Officer
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Richard Brown
Chief Information Security Officer
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Elaine Ellis
Payroll and Accounting Specialist
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Heather Thomas
Executive Business Manager
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Shelby Hyde
Business Manager
to Adam Queler & Eric Welch
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Isabella Xenakis
Business Manager
to Shane Wagner & David Buffie
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Melanie Muller
Receptionist and Office Administrator
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Grant Van Wingerden
Business Development Associate
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Nicole Caputo
Marketing and Brand Coordinator
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Adam Queler
Financial Advisor
CFP®
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Andy Howe
Financial Advisor and Senior Partner
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Bryan Cassells
Financial Advisor, Managing Director
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Eric Welch
Financial Advisor
MBA
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David Buffie
Financial Advisor
CFP®
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Shane Wagner
Financial Advisor
CPM®
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Schuyler Howe
Financial Advisor
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Bobbi Brumsey
Investment Advisor
CFP®, CLU®, LUTCF
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Clay Craven
Financial Advisor
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Garrett Mullins
Senior Vice President - Investments
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George Harris
Financial Advisor
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Shell York
Financial Advisor & Director
CFP®, ChFC®, CLU®, CSSCS®
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Karen Park
Business Manager
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Michael Gordon
Senior Vice President and Wealth Manager
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Mary K. Newhouse-Smith
Wealth Manager, Senior Vice President Investments
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Cindy Miller
Business Manager
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Don Campbell
Financial Advisor
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Adam Queler CFP®
Financial Advisor & Certified Financial Planner™
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Bryan Cassells
Financial Advisor, Managing Director - Brinkley Financial
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Carrie Brinkley-Jones
Business Manager — Brinkley Financial
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Danny Dahl
Financial Advisor
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John T. Branstrom ChFC®, CLU, CLTC
Financial Advisor, ChFC®, CLU, CLTC
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Adam Queler CFP®
Financial Advisor, Certified Financial Planner™
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Beth Walker
Business Manager & Receptionist
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Greg Cooper
Financial Advisor
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Bryan Cassells
Financial Advisor, Managing Director
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James McDermott
Financial Advisor, Managing Partner
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Matthew Gall
Financial Advisor, Managing Partner
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Cynthia Reid
Business Manager
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Gregg Fortune CFP® CFS® AEP® ChFC®
Financial Advisor, Managing Director-3G Financial
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Blake Fortune
Client Associate
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Jessica Ghencian
Business Manager, Insurance Specialist
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Maggie Smith
Business Manager
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Kent Balch
Financial Planner
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Lana Yakovleva
Director of Operations
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Mike Bean
Financial Advisor & Managing Partner
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Elizabeth Mayhak
Account Manager
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Mark Estes
Account Servicing