Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Mark Antonich, Private Wealth Advisor serving the Charlotte, NC area - Ameriprise Advisors

Mark Antonich

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Mark Antonich Visit Mark Antonich's website

Our team

Lori Antonich

Lori Antonich

Client Service Manager

Qualifications

  • Fairleigh Dickinson University - MBA, Marketing
  • Drew University - BA, Psychology and Political Science, magna cum laude, Phi Beta Kappa
  • 20+ years of experience in global and domestic marketing, strategic planing and business development

Roles & Responsibilities

  • Oversees general client service, account inquiries and client scheduling
  • Manages office operations, practice marketing, special events, social media and website development
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