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


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Jason Todd Martin

Partner and Wealth Management Advisor

Office 704-494-8060 ext. 8076


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Michelle K Coleman , CFP®

Associate Wealth Management Advisor

Office 704-442-4475


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Mary R Holdorf , ChFC®, SPHR

Chief Operating Officer

Office 704-442-4475


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Eva Buchanan-Cates

Director of Investment Services

Office 704-365-2014


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Sherry L Boughman , CLTC®

Director of Insurance Services

Office 704-365-2014


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John M Harris

Associate Wealth Management Advisor

Office 704-365-2014


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Caitlin Beringer

Director of Marketing

Office 704-365-2014


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Greyson Barrett Owens

Associate Financial Representative

Office 704-365-2014


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Sawyer Watson Sams

Associate Financial Representative

Office 704-365-2014


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Riley Bean

Associate Financial Representative

Office 704-365-2014


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Jeremy James Abig Jr.

Associate Financial Representative

Office 704-365-2014


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Sydni Jacobs

Associate Financial Representative

Office 704-365-2014


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