Summit Advisory Group

My goal as an experienced Movement Mortgage loan officer is to explore the many financial options available to you, and to work together to find the best one for your needs. Being a Movement Mortgage Loan Officer means I love and value people as my first priority.

Adhesion Technologies is located in the technology hub of the Southeastern United States. With headquarters in Charlotte, N.C., the company is located in Charlotte s South Park district, an area known for its strong growth and interest in technology and services. Adhesion also maintains offices in California and Florida. The company features its WealthADV platform, which is an outsourced solution that handles overlay portfolio management, industry-leading client reporting and back office operations. Adhesion Technologies also provides management centers, such as its op-center, performance center, investing center and planning center for independent registered investment advisors. The company also has solutions to the challenge RIA s face with providing broad advisory services to clients at an operating efficiency.

Spark Financial is a financial services firm based in Charlotte, NC, specializing in investment management and financial planning for individuals and businesses. With a focus on personalized strategies and client-centric approach, Spark Financial aims to help clients achieve their financial goals and secure their financial future. Generated from their business information