Financial Strategies of Lake Norman officially welcomed the third generation of family with the addition of Ashley Kinney. She has accelerated at learning all the aspects of back office support. In tandem with her Aunt Kristie, she manages client data across all of our systems. A gifted writer, she composes...
BRYAN K STANFILL - PRESIDENT Bryan began his career in the financial servies industry in 1985 with John Hancock Financial Services, where his father served as General Agent of the Charlotte, NC office. During his first year Bryan was awarded the "Outstanding New Associate" award and later moved into a...
KRISTIE STANFILL-HEYWORTH Kristie has been with Financial Strategies of Lake Norman, Inc. since 1997. Originally hired as the Advertising and Marketing director her duties now encompass an array of responsibilities. Kristie graduated from The University of North Carolina at Charlotte in 1991 and following graduation worked for an Advertising and...