Our advisors

Charles Savidge

Charles Savidge

Private Wealth Advisor

Learn more about Charles Savidge
Kari Nelson Flores

Kari Nelson Flores

Financial Advisor

Learn more about Kari Nelson Flores

Our team

Angie Carroll

Angie Carroll

Operations Manager

Roles & Responsibilities

  • NC Notary, since 2013
  • Over 20 years of Customer Service and Technology experience
  • Computer Science Degree
  • Coordinates all client meetings and manages daily operation of back office
  • Ameriprise employee since 2012
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Kate Samuel

Kate Samuel

Marketing Manager,

Investment Specialist

Roles & Responsibilities

  • Licenses: FINRA series 7, 63, 65
  • BA in Psychology
  • Manages social media sites and the coordination of all marketing events
  • Handles trades and assists in portfolio construction
  • Ameriprise employee since 2014
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Kelly Tesh

Kelly Tesh

Client Service Coordinator

Roles & Responsibilities

  • Over 10 years experience in Customer Service
  • Responsible for client scheduling and providing other office support
  • Ameriprise employee since 2014
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