Charlotte, NC
Meet Our Advisory Team
Our Charlotte Advisory Team
Managing Directors
Daniel Akers, Jr., CFP®, CPA
Partner, Managing Director
Kyle Boyd
Partner, Managing Director
Wealth Advisors
Andrew Hall, CFP®, CPA
Wealth Advisor
Brendan Reidy
Regional Director
Jeff Howden, MBA
Senior Wealth Advisor
Jonathan Shumate, CFP®
Principal, Senior Wealth Advisor
Logan Bolick, CFA®, CFP®
Principal, Senior Wealth Advisor
Mary Margaret Kiser, CFP®, CTFA
Wealth Advisor
Client Service and Operations
Christine Nelson, IACCP®
Principal, Director of Operations
Jennifer Billings, FPQP®
Relationship Manager
Justin Coccia
Client Service Associate
Mari Panzenhagen
Relationship Manager
Stephen Ford
Senior Client Service Associate
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Charlotte team if we can be of service.