Find a team member
- Judy Zschocher, CPA
- Kate Fanelli
- Mary Dickens
- Sarah Reames, CPA, PFS, CES
Wealth Management
Sarah Reames, CPA, PFS, CES
Principal
704.362.2271
Sarah Reames a North Carolina native, is the founder of Sarah N Reames, CPA, PLLC, a comprehensive financial services firm. She has been in the financial services business for over 25 years. After graduating Appalachian State...
Mary Dickens
Assistant to Advisor
704.362.2271
Mary attended West Georgia College and joined our team in 2005 after working in the accounting department at Home Depot. She is likely the first person you’ll talk to when you phone the office. She will schedule your in-person and...
Tax & Business Services
Kate Fanelli
Staff Accountant
704-362-2271
Kate, originally from Chicago, moved to Charlotte to attend college. She is a recent Magna Cum Laude graduate of Queens University of Charlotte with a concentration in accounting. Kate came to us as initially as a tax intern through..
Sarah Reames, CPA, PFS, CES
Principal
704.362.2271
Sarah Reames a North Carolina native, is the founder of Sarah N Reames, CPA, PLLC, a comprehensive financial services firm. She has been in the financial services business for over 25 years. After graduating Appalachian State...