With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Anna Vandiver

Anna Vandiver

Administrative Assistant

Qualifications

  • Pfeiffer University, Charlotte, NC-Business Administration-2007

Roles & Responsibilities

  • Answers questions and provides information to clients as it relates to servicing their account.
  • Advisor support
  • Ensures client check-in and follow-up.
  • Reviews and updates client information for meetings.
  • Schedules and prepares agendas and forms for client appointments.
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