Our Teams (Headquartered in Charlotte, NC)
*Satellite office
Executive Team
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Joel E. Burris
President, Managing Partner
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Joey Hagner
Chief Growth Officer
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Delaney Metcalf
Chief Financial Officer
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Jim Ball
Director of Compliance & Executive VP
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Richard Brown
Chief Information Security Officer
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Cynthia Butcher
Certified Public Accountant
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Elaine Ellis
Payroll Administrator
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Heather Thomas
Executive Business Manager
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Nicole Caputo
Marketing and Brand Coordinator
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Shelby Hyde
Business Manager
to Adam Queler & Eric Welch
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Isabella Xenakis
Business Manager
to Shane Wagner & David Buffie
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Melanie Muller
Receptionist and Office Administrator
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Michael Falacara
IT Specialist
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Adam Queler
Financial Advisor
CFP®
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Andy Howe
Financial Advisor and Senior Partner
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Bryan Cassells
Financial Advisor, Managing Director
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Eric Welch
CFP®
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David Buffie
Financial Advisor
CFP®
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Shane Wagner
Financial Advisor
CPM®, SE-AWMA®
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Schuyler Howe
Financial Advisor
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Bobbi Brumsey
Investment Advisor
CFP®, CLU®, LUTCF
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Clay Craven
Financial Advisor
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Garrett Mullins
Senior Vice President - Investments
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George Harris
Financial Advisor
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Shell York
Financial Advisor & Director
CFP®, ChFC®, CLU®, CSSCS®
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LeeAnne Dearmon
Business Manager, Receptionist
