Our Team

Our team is committed to providing exceptional customer service to all our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know and we will respond promptly.

 

Ryan Scott Saunders , CFP®, RICP®, CLU®, ChFC®, CASL®

Founder and Private Wealth Advisor

Office 704-442-4475


Email

Read Bio

Jason Todd Martin

Partner and Wealth Management Advisor

Office 704-494-8060 ext. 8076


Email

Read Bio

Carole H Martin , CLU®, CASL®, RICP®

Financial Advisor

Office 828-210-3811


Fax 828-253-9675


Email

Read Bio

Michelle K Coleman , CFP®

Private Wealth Advisor

Office 704-442-4475


Email

Read Bio

John M Harris

Associate Wealth Management Advisor

Office 704-365-2014


Email

Read Bio

Mary R Holdorf , ChFC®, SPHR

Chief Operating Officer

Office 704-442-4475


Email

Read Bio

Eva Buchanan-Cates

Director of Investment Services

Office 704-365-2014


Email

Read Bio

Sherry L Boughman , CLTC®

Director of Insurance Services

Office 704-365-2014


Email

Read Bio

Caitlin Beringer

Director of Marketing

Office 704-365-2014


Email

Read Bio

Sydni Jacobs

Associate Financial Representative

Office 704-365-2014


Email

Read Bio

Greyson Barrett Owens

Associate Financial Representative

Office 704-365-2014


Email

Read Bio

Sawyer Watson Sams

Associate Financial Representative

Office 704-365-2014


Email

Read Bio

Riley Bean

Associate Financial Representative

Office 704-365-2014


Email

Read Bio

Jeremy James Abig Jr.

Associate Financial Representative

Office 704-365-2014


Email

Read Bio