Our Partners
Our first priority is helping you take care of yourself and your family. With that in mind, we have partnered with two firms just as dedicated to helping our clients.
CAG Partners
Alecia Barnett, CLTC
Long Term Care Research and Design Specialist, Financial Independence Group
Alecia holds a Certification in Long Term Care. Through Capital Advisory Group's partnership with Financial Independence Group, Alecia serves as a Long Term Care Research and Design Specialist.
Andrew Ball
Life Insurance Research and Design Specialist, Financial Independence Group
Through Capital Advisory Group's partnership with Financial Independence Group, Andrew Ball serves as a Life Insurance Research and Design Specialist.
Karl Hoover
SVP Annuity/Life Research and Design, Financial Independence Group
Through Capital Advisory Group's partnership with Financial Independence Group, Karl Hoover serves as a Senior Financial President of Annuity and Life Insurance Research and Design.
Kaylea Bequeath
Marketing Strategy Director, Financial Independence Group
Through Capital Advisory Group's partnership with Financial Independence Group, Kaylea Bequeath works as a Marketing Strategy Director.
Monica Breeding
Marketing Strategy Director, Financial Independence Group
Through Capital Advisory Group's partnership with Financial Independence Group, Monica Breeding works as a Marketing Strategy Director.
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 30 years experience in the financial service industry. Paul is a financial professional.
Rena' Taylor
Bookkeeper
(704) 947-6987
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...
Wes Tanner
Annuity Research and Design Specialist, Financial Independence Group