Team

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 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...

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...