Broker Check

Wealth Management

Sarah Reames, CPA, PFS, CES

Principal

704.362.2272

704.362.2271

info@sarahreamescpa.com

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...

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Mary Dickens

Assistant to Advisor

704.362.2272

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...

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Tax & Business Services

Judy Zschocher, CPA

Senior Preparer

704-362-2272

704-362-2271

Kate Fanelli

Staff Accountant

704-362-2272

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..

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Sarah Reames, CPA, PFS, CES

Principal

704.362.2272

704.362.2271

info@sarahreamescpa.com

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...

Read more