Team
Paul S. Taylor
Founder & Owner
(704) 947-6987
Paul Taylor is the Founder and Owner of Capital Advisory Group & Tax Planners of Lake Norman. Paul has over 25 years experience in the financial service industry. Paul is a financial professional.
Valeria Latsos Stacks
Chief Operating Officer
(704) 947-6987
Valeria began her insurance and financial career working for a Fortune 500 company for many years as the State Coordinator Office Operations Manager. She was responsible for the overall success and strategic direction of the office at...
Rena' Taylor
Bookkeeper
(704) 947-6987
Rena’ is originally from Charlotte and is blessed that her immediate family still resides there. She has been married to Paul, founder of Capital Advisory Group & Tax Planners of Lake Norman, for 20 years. Rena’ graduated...
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