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.
Matt Trenary
Financial Advisor
704-947-6987
Matt Trenary is a Financial Advisor for Capital Advisory Group, Inc. & Tax Planners of Lake Norman. Recognizing that every client’s needs are different, Matt believes in offering a holistic approach to financial planning. He...
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.
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
Through Capital Advisory Group's partnership with Financial Independence Group, Wes Tanner serves as an Annuity Research and Design Specialist.