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) 947-6985

(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 30 years experience in the financial service industry. Paul is a financial professional.

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...

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...

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.