Mary F. Roberts
Owner
 

1800 Camden Road, Suite 107-268 
Charlotte, NC 28203
Main: 704-910-0528
Fax: 866-217-6078

Accounting issues can be confusing, costly and time consuming. I specialize in Individual and Small Business Accounting, Bookkeeping, Payroll and Taxes. I work with individuals throughout the year and at tax time to make sure they are maximizing their deductions to pay the lowest tax possible. I help Small Business Owners set up their Accounting systems, provide payroll and financial reporting assistance and consultations. No project is too small.

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Morgan Hamer

Associate Broker- Blanq Real Estate

 

 

Main: 704-942-0983

Does your business require retail space to directly serve your clients? Does your company need an office for its employees or warehouse space for storage? If so, Morgan Hamer is the one to call. She is a licensed commercial real estate broker and an expert in identifying the best location to suit your company's needs.  

 

Morgan specializes in the buying, selling, and leasing of Commercial Real Estate in Charlotte, NC and the surrounding counties. She is a focused, energetic broker who works diligently on every transaction from start to finish. Whether you are looking for space to lease or buy, Morgan will assist you every step of the way to identify the perfect space and negotiate the best deal for your business

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Becca Bazzle

Massage  Therapist 

447 South Sharon Amity Ste. 225 
Charlotte, NC 28211


Main: 704-806-8380

Essential Therapy...Relieve your pain, Retrain your muscles, Rebalance your body and Relax and enjoy life. Specializing in Pain Management, Post Surgery/Injury Rehabilitation, Scar Tissue removal, Sports Injury prevention, Relaxation, Pregnancy. Massage therapies include Deep Tissue, Deep Swedish, Swedish relaxation, Neuromuscular Re-education, Myofascial Release, certified pregnancy massage. On-site chair massage is also available for any occasion.

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Claudia Abbott
Independent Trustees 1031 Exchange Administrator

1043 East Morehead Street, Suite 110 
Charlotte, NC 28204

Cell: 704-954-2408
Office: 704-334-3060
Fax: 800-669-8528

Claudia is a 1031 Exchange Qualified Intermediary for Independent Trustees, Inc which is owned by BB&T Bank.  If you are selling either business or investment real estate and would like to defer the capital gains tax, then Claudia can help. Claudia will make sure the exchange is structured properly from the beginning and will guide you through the process.  Your funds will be safe while held by BB&T Bank and you will receive any interest earned.  Don’t hesitate to call. Claudia will explain the 1031 rules and how they apply to your upcoming sale of real estate.

 

Regular business hours are 7:30 AM – 4:30 PM EDT.   If you need assistance, please call 704-334-3060 and another member of our team will assist you.  Thank you again for contacting BridgeTrust Title Group. We will respond to your email as soon as possible.

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Amber Pendlay

CISR 

1501 East Seventh Street

Charlotte, NC 28204

Direct: (704) 604-7764

Office: (704) 954-9000

Fax: (704) 344-8877

Do you know what coverages you have? We at HB Cantrell & Co are here to ensure the things that matter most to you are protected. As an independent insurance agent serving the Carolinas – we can review your current policies and advise were gaps may exist. We work with over a dozen insurance carriers to help you find the right protection at the right price. We offer a wide array of insurance services!
 

Auto - Home - Umbrella, Life - Long-Term Care - Disability - Medicare Supplement – Small Group Benefits

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Brittany Canaski

Founder, Hello Velocity

Main: (716) 244-7522

 

Brittany is the founder of Hello Velocity where she helps ambitious millennials get unstuck now to avoid the midlife crisis later. Whether you’re looking to switch careers, go back to school, start a business, host a podcast, write a book, or figure out what the heck you’re even passionate about anymore - she's got you. 

 

She loves doing this work because she also recently came out of her quarter life crisis which started by her waking up one day realizing she wasn't excited by her perfect-on-paper life. She helps her clients through coaching, workshops, and online challenges.

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Jessica Lackey Consulting

Main: 503-410-6446

Growing your business to mid six figures is a challenge. But scaling to seven figures and beyond is a completely new world. You suddenly find yourself overwhelmed with managing a team, building systems, and managing this growth instead of focusing on the vision for your business and having the freedom you crave as a business owner. You had a dream for your life and business; let’s get that dream back on track.

 

Jessica works with entrepreneurs as a Fractional Chief of Staff to put soul back into the scaling process. We work to define your business operations so you can get back time, freedom, and peace of mind knowing that your business is on track. We use our 4S system (Soul, Strategy, Operating System, and Success metrics) to structure your business for scale. You get to be the expert in your product or service once you bring on Jessica to be the expert in helping you run and grow your business.

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Kate Kliebert
Attorney, CIPP/US 

1300 Baxter Street, Suite 153
Charlotte, NC 28204

704.940.5581

Kliebert Law’s goal is to free business owners from the stress and anxiety of legal problems by providing honest, practical advice that helps them identify and minimize risks to their businesses. We provide these services in an approachable, welcoming environment and promise to listen to your concerns and fears without judgment. Getting to know our clients and their businesses allows us to provide savvy solutions tailored to your individual needs.

Leigh Bryant
Director of Sales, CEO

Keller Williams Realty SouthPark

5925 Carnegie Blvd, #250 
Charlotte, NC 28209
Cell: 704-516-3318

Leigh Bryant and her Team at On The Move Charlotte consist of small group of experienced agents within the Keller Williams South Park umbrella. We have 40+ years real estate experience in all sides of a real estate transaction. Leigh is the Team Owner and Director of Sales with 19 years experience in selling, investing, training, and coaching. Her agents are top notch sales people who are the best in their field. Whether you know someone who is a first time home buyer and needs a little more assistance along the way or a savvy investor selling their 25th property - we have an expert for that. Even if you just need a great vendor, lender, contractor, painter, plumber, insurance agent, etc, etc, we have the right professional for that as well. Let Leigh can be your connector! 

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Suzanne Weston

5980 Fairview Rd

Charlotte, NC 28210

Office: 980.359.1162

Cell: 704.287-2228

Pinnacle Financial Partners is a regional urban bank located in NC, SC, TN, VA and GA.  I am a Client Service Advisor at the Southpark office. With over 30 years of experience in the banking industry, I place a strong emphasis on establishing and growing customer relationships, while delivering an exceptional client experience. Pinnacle provides the same sophisticated products, technology and delivery that a large bank provides with the personalized service that a small bank provides. Call me to find out how Pinnacle can provide you with the distinctive service and effective advice that you may be missing at your current financial institution.

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Andrea Buschur
Financial Services
2701 Coltsgate Road, Suite 220 
Charlotte, NC 28211

 

Office: 704-421-7847
Fax: 877-840-2373
Cell: 704-995-3535 

Andrea holds the position of Financial Advisor at The Prudential Insurance Company of America’s North Carolina Agency. As a financial professional her work involves developing strategies that reflect her clients’ investment, retirement, insurance and estate planning needs, as well as helping to pursue their goals with a wide range of financial products and services. Andrea has 20 years of experience in the industry. She specializes in working with small businesses and their unique planning needs. Below is a brief reason as to why she entered into the industry and also what continues her to succeed in the business:

 

" I became involved in the Financial Services industry after my father was killed in a car accident. I then realized the power of what my family’s Financial Professional meant to my family during this difficult time. The important role he played in allowing us to grieve and not have to worry about the finances is what drove me to become a Financial Professional. Over the following years, I worked hard and made that same promise to many other families. Then one day I received that “call” and had to fulfill the promise I had made several years before. I was able to provide that family with the financial security I had received after my father had died. It was a career changing moment and I will forever have a passion for what we do every day."

 

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Angela Simcox

President/Owner

Charlotte, NC 28212

 

Cell: 704-780-7811

Queen City Event Management & Consulting is a full-service event management & consulting firm. Queen City Event Management is here to help its clients at all stages of the event planning process – whether you have already began planning your event or simply have a concept that you need brought to life! Specializing in corporate events such as golf tournaments, black tie dinners, tradeshows, general sessions and board meetings we are here to help bring a unique light to your event. With Queen City Event Management you will receive one-on-one attention so that your event is everything you wished it to be.

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Karen S. Boardman

Attorney

301 S. McDowell Street, Suite 410

Charlotte, NC 28204

Main: 704-377-5050

Karen Schuller Boardman focuses on guarding her clients’ assets, both professional and personal.  Karen advises emerging and established business and creative clients in protecting their intellectual property through trademarks and copyrights, with a registration rate of at least 95%.  Karen counsels businesses on entity formation, contract drafting and negotiation, sales transactions, and other day-to-day operational matters.  Karen assists nonprofits with organization and tax-exempt status applications, as well as their intellectual property and business needs.  Karen helps clients on estate planning, as well as handing administration of estates in probate.  Karen is licensed to practice in North Carolina and Tennessee.

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Deborah Dilman
Collaborative Law Attorney

Phone: 704-684-4504

Fax: 704-448-2000

At Southpark Family Law, we exist to proactively protect your interests to give you peace of mind and control. When it’s time to go on the offensive, we work to quickly neutralize your situation and set you up with the best resolution for your future success. Attorney Deborah Dilman understands the challenges that people face and she understands that life-changing events such as separation, divorce, or child custody are difficult. Her knowledge of the law and life experience will assist you through the process so that you can begin regaining control of your life again. Specifically, Deborah is a certified Family Financial Mediator registered with the NC Dispute Resolution Commission and is a certified Collaborative Law Attorney. To learn how Deborah can further assist you and your legal needs, please call or email to set up a consultation!

Lisa Speer
Founder
933 Louise Ave. Suite 101-09
Charlotte, NC 28204

Main: 917-533-6397
 

Do you want your brand to work as hard as you do to get clients? Branding is bigger than your logo and a powerful tool if you know how to use it. Lisa Speer is the founder of Speerhead Solutions, a strategic branding business. We take the mystery out of branding and make your brand work for you and your business – so you can attract your ideal clients and shorten your sales cycle. Service business are our sweet spot.

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Nora Richardson
CEO - Founder
201 Roxanna Court 
Charlotte, NC 28214
Main: 843.814.0114

Business Consulting, Branding and Design.  We help seasoned business owners who have plateaued in their leads/income with getting clear on their business ojectives, how to position them in the marketplace and help them create their core messaging and refresh their brand identity/design.  Spot-On Branding is NOT a marketing company.

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Shonna Splain, ARM, CPCU

Star Insurance Group

 

Main: 980-475-9983

At Star Insurance Group we take the time to design a customized insurance program based on the unique needs of each client.  We have15 years of industry experience, we are licensed in multiple states and we have access to an expansive network of insurance carriers. We have experience fulfilling a range of insurance needs for satisfied clients, including large commercial insurance programs, small business insurance, and personal insurance. We believe in a personal approach and are committed to building meaningful, sustained relationships, including ongoing communication throughout the policy term, so that we can grow with your ever-changing life or business. Our goal is simple – complete protection to make life easier every day.

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Abby Bennett, CFP®, CExP™  

Director of Financial Planning

Associate Adviser

200 Providence Road, Suite 104

Charlotte, NC 28207

 

 

Office: 980-771-3999

Abby helps families get their arms around their finances while keeping their eyes on the big picture. She keeps clients organized and on the right track, while connecting the dots between cash flow, taxes, retirement and estate planning, education funding, and risk management. She enjoys working alongside the Verum team to handle the details and partner with clients in their pursuit of financial success.