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"I can do all things through Him who gives me strength."

- Philippians 4:13




Paul S. Taylor

Founder & Owner

(704) 947-6985

(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.


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Valeria Latsos Stacks

Chief Operating Officer



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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Matt Trenary

Financial Advisor



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...

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