Everyone at Lake Norman Financial Group is here for the same reason – you.  Our purpose is to help you and your family achieve your financial goals and personal dreams.  Financial Planning requires both understanding and knowledge. We have both. Through the power of collaboration, our team approach brings our unique experiences together to offer personalized advice, guidance and effective implementation.  This, in turn, allows our clients to make effective financial decisions. We are committed to our clients, to one another, and to our profession.  It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services.

Owner/ Financial Advisor
LEARN MORE ABOUT CRISTEN

Associate Financial Advisor
LEARN MORE ABOUT DANNA

Director of Operations
LEARN MORE ABOUT BETH

Client Relationship Manager
LEARN MORE ABOUT CAROLINE