Broker Check

Mailing Address

PO Box 1352,

Mooresville, NC 28115

Our History

Our father led us into this business when he began his career with John Hancock Financial Services in 1968. His calling was to do something that would help his fellow man and provide a future for his growing family. He was successful on many levels and excelled at leadership. He groomed Bryan to follow in his footsteps starting in 1985. After 23 years of leadership across 3 states our father decided to take an early retirement and relocate from Charlotte to Lake Norman. He opened his own business, The Stanfill Agency in Mooresville NC and Bryan soon joined him. The Stanfill Agency was heavily focused on insurance and served many small businesses in the area. Bryan understood the need for adequate insurance coverage but wanted to better serve his clients by offering securities products as well. With 11 years of experience under his belt, a growing family and an entrepreneurial spirit Bryan created Financial Strategies of Lake Norman, Inc. Not long after, he recruited his sister Kristie into the business to handle the advertising and marketing. We were blessed to have a true family business for many years. After our father passed away we closed the Stanfill Agency and focused entirely on growing Financial Strategies of Lake Norman. We are now working with the third generation of family and are so proud to serve generations of clients who’ve grown with us.