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Charlotte Personal Financial Planning
Glen Wright, II, CFP®
James E. Roberts, CFP®
Charles R. Jones, CFA, CFP®
Robert Dalton Higgins, MBA CMA CLU ChFC CFP®
Steven Sivak, CFP®
Scott D. Serfass, CFP®, CRPC®, CDFA
Dawn M. McGuire, CFP®
Elliott A. Lunning, CFP®, ChFC
Charles Inglefield, CFP®
Cheryl J. Sherrard, CFP®,NAPFA
Robert T. Shore, CFP®
Scott M. Jones, CFP®
Stephen M. Grice, CFP®
John T. Gugle, CFP®, CRPC®
Eric A. Harbert, CPA, CFP®
Harry R. Greyard, CFP®
B. Kelly Graves, CFP®
Don G. Stamas, CFP® CLU®
Mark Antonich, CFP®,CRPC®
Andrew J. Wood, Jr., CFP®
Curtis S. Heinz, CFP®, CLU, ChFC
Giles K. Almond, CFP®, CPA, PFS, CIMA
Karen R. Keatley, CFP®, CFA
Richard R. Norkum, CFP®,CDFA,CFS,RFC
Robert H. Moring, CFP®
James L. Todd, CFP®,CLU,ChFC,CLTC
David G. Curry, Jr., CFP®
Jennifer K. Sperry, CFP®, ADPA
Patrick A. Twiest, CFP®, ChFC
John A. Patterson, CFP®
Rand K. Gordon, CFP®
Dan H. Singletary, CFP®
Sherry K. Teat, CFP®, CPA/PFS
Scott Van Der Linden, MBA, CFP®
Shane B. Tenny, CFP®
Brian H. Fenn, CFP®, CLU, ChFC
Diane M. Willis, CFP®, CDFA
Bailey B. Bartee, CFP®, MBA
Stephen E. Repak, Jr., CFP®
James D. Rice, CFP®
Charles A. Sawicki, CFP®, ChFC, CLU
Sandra B. Carlson, CPA, CFP®
David W. Winslow, CFP®
Tom G. Pemberton, CFP®, CFA
Mark Walker, CFP®
Magay L. Shepard, CFP®
Charles E. Trent, CFP®
Cynthia L. Anderson, CFP®
Randall E. White, CFP®, CRPC, CMFC
Charles M. Moore
James B. McGehee, CFA, CFP®, AAMS
Jerry Bennett, CFP®, CFS, CHFC
Brandon W. Davis, CFP®