Broker Check

Team

 

Paul S. Taylor

Founder & Owner

(704) 947-6985

(704) 947-6987

pt@capitaladvisorygroup.net

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.

 

Read more

Valeria Latsos Stacks

Chief Operating Officer

(704) 947-6985

(704) 947-6987

val@capitaladvisorygroup.net

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...

Read more

Rena' Taylor

Bookkeeper

(704) 947-6985

(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...
Read more