Leadership

President

Renee Simpson
Financial Advisor
Work Phone: (704) 701-3380
Mobile Phone: (704) 701-3380
renee@advancedwealthstrategies.org
https://www.advancedwealthstrategies.org/

Vice President

Courtney Nilsen
Owner
Work Phone:
Mobile Phone: (704) 458-0342
carolinarootsmarketing@gmail.com
http://carolinarootsmarketing.com

Referral Coordinator

Joy Dillon
Insurance Agent
Work Phone: (704) 785-9768
Mobile Phone: (704) 785-9768
joy@dillonadvisory.com
https://www.hammettinsuranceagency.com

Membership Coordinator

Shannon Montecino
Pet care
Work Phone:
Mobile Phone: (704) 274-0368
forthepaws4@gmail.com