Associates

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

Charlotte, NC

Dennis Howe, CLTC / Chairman of the Board / CEO

Melissa Allmon / Sales Support

Scott Chamberlain /  Business Continuation

Stephanie Hall / Accounting and Human Resources Manager

Mary-Elaine Hart / Group Benefits

Maureen Hart / Sales Support

Andy Howe /  Risk Management/Financial Solutions

John Moravek / Registered Representative

Kevin Nervegna / Financial Advisor

Ron Olsson / Life Insurance / Financial Solutions

Amie Parker / New Business and Client Care Coordinator

Summer Pennell / Sales Support

Chuck Skipper, CLTC / Insurance Solutions / Annuities

Mindy Stover / Registered Sales Associate/Investment Advisor

Linda Summers / Sales Support

Eric Welch / Financial Advisor

Greensboro, NC

Roberta "Bobbi" Brumsey / Life Insurance

Jade Osborne / Life Insurance/Pension Plans

Georgia Stanioch / Office Manager