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 and Capital Investment Advisors, Inc. Paul has over 20 years experience in the financial service industry. Paul is a financial professional...
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Valeria 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...
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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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