Angela loves serving clients and helping them create a plan to pursue their goals. This is what led her to become an advisor and has kept her in the industry for nearly 30 years. Angela received her bachelor’s in Business...

After receiving his bachelor's in Business Administration with honors from the University of Notre Dame, Jordan spent the first few years of his career in public accounting on his journey to becoming an advisor... 

Mary became an advisor to achieve her dream of doing something that impacts people’s lives positively. After graduating from the University of North Carolina at Chapel Hill with her bachelor’s in Journalism and Mass...

Jeff’s interest in things like numbers, returns and interest rates is what initially led him to become an advisor, but the relationships he’s established have kept him in the industry for the past 32 years. He received his...

With nearly 30 years in the industry, Mitch loves helping clients solve their concerns regarding investments and planning. Mitch earned his bachelor’s in Business Management and Economics from North Carolina State University and...

Joe appreciates the trusted relationships that are built with clients over years of offering sound advice and service. He has been in the industry for 17 years and holds the Series 66, 7, 9 and 10 licenses through LPL Financial. 

Matt was drawn to his field because of his love for helping others and building lasting relationships with clients. He holds the Series 7 and 66 licenses through LPL Financial and has been in the industry for the past 13 years. 

Steven enjoys being a trusted point of contact for clients and giving them confidence knowing their request or transaction will be handled accurately and in a timely fashion. He holds the Series 7, 63 and 66 licenses through LPL Financial..

Garrett loves working with clients and providing them with advice tailored to them. He has been in the industry for 4 years & has received the following licenses: Series 7, 63,66 along with SIE through LPL Financial, Medicare Supplement...

Chris enjoys helping clients with day-to-day tasks as well as seeing their long-term goals come to fruition. He has been in the industry for 2 years and has earned the following licenses: SIE, Series 7 and 66 through LPL Financial...

Sherrie has enjoyed helping clients with their needs for the past 17 years. At York Tech, she earned associate degrees in Accounting, Business and Management. Sherrie likes... 

Rachel brings a wide variety of experiences to Carnegie, including 16 years in the Wells Fargo Private Bank and 4 years in Private Wealth Management at Truist.  She has most recently been the Director of Operations for the...