Our Teams Charlotte, NC
(Headquarters)
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Joel E. Burris
President, Managing Partner
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Jim Ball
Chief Compliance Officer
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Joey Hagner
Director of Business Development
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Cynthia Butcher
Chief Financial Officer
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Richard Brown
Chief Information Security Officer
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Jessica Vestal
Executive Assistant
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John Harrigan
Firm Operations Manager
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Elaine Ellis
Payroll and Accounting Specialist
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Jessica Ghencian
Business Manager
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Sheena Lopez
Business Manager
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Shelby Hyde
Advisor Acquisition Associate
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Olivia Burke
Operations and Marketing Associate
Financial Advisors
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Adam Queler CFP®
Certified Financial Planner™
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Andy Howe
Financial Advisor and Senior Partner
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Bryan Cassells
Managing Director and Financial Advisor
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Chuck Skipper
Registered Representative
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Ron Olsson
Financial Advisor
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Eric Welch
Financial Advisor
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Nicholas St. George
Financial Advisor
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Schuyler Howe
Financial Advisor
Greensboro, NC
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Billy Ricketts
Financial Advisor
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Bobbi Brumsey
Investment Advisor
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Clay Craven
Financial Advisor
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Garrett Mullins
Financial Advisor
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George Harris
Financial Advisor
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Joe Mills Brinson Jr.
Senior Director, Investments
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Shell York
Financial Advisor & Director
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Verena Ruiz
Vice President & Investment Advisor
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Karen Park
Business Manager
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Katie Park
Business Manager & Receptionist
Gastonia, NC
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Adam Queler CFP®
Financial Advisor & Certified Financial Planner™
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Sheena Lopez
Business Manager
Lake Norman, NC
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Jonathan Metzger
Financial Advisor
Winter Park, FL
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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
Kings Mountain, NC
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Bryan Cassells
Managing Director and Financial Advisor
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Carrie Brinkley-Jones
Business Manager
Wilmington, NC
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Danny Dahl
Financial Advisor
Morganton, NC
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John T. Branstrom
Financial Advisor
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Beth Walker
Business Manager & Receptionist
Greenville, NC
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Don Campbell
Financial Advisor
Crystal Coast, NC
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Greg Cooper
Financial Advisor