Broker Check

Team

Vince Lombardi once said, “Individual commitment to a group effort--that is what makes a team work, a company work, a society work, a civilization work”. At SHARP ADVISORS, we work as a team to blend our individual strengths, in order to produce efficiency and outstanding service for our clients.

Click the photos below to meet your team at SHARP ADVISORS and to learn a little more about them as individuals! 

You can check the background of any licensed financial professional on FINRA's BrokerCheck 

 

Kelly Straub CFP® - Professional Profile
 

Founder and Managing Partner

704 357 8500

704 357 8300

Kelly Straub is a Financial Advisor and Founder of SHARP ADVISORS. He is a “Certified Financial Planner™” and an active member in the Charlotte Financial Planners Association. Kelly feels that, “Retirement...

Read more

Marcus Anderson, CFP®, CIMA®, AIF® - Professional Profile
 

Executive Vice President

704 357 8500

704 357 8300

Year Started in Industry: 2001 Designations: CFP®, CIMA®, AIF®, Series 7, 66 and 24 held through LPL Financial. Marcus Anderson is a CERTIFIED FINANCIAL PLANNERTM professional and has earned the Certified Investment...

Read more

Carly Hensley, CFS® - Professional Profile
 

Financial Advisor

704 357 8500

704 357 8300

Carly Hensley is a Financial Advisor with SHARP ADVISORS. She has been a valued member of our firm since 2003. Carly is a graduate of Salem College in Winston-Salem, NC, with a Bachelors of Arts Degree in Communication. She began her...

Read more

Sheri Straub - Professional Profile

Operations Manager

704 357 8500

704 357 8300

Sheri joined the SHARP ADVISORS team in January 2010 as Operations Manager. She brings over 20 years of diversified financial services experience in mortgages, 401K administration and the insurance industry. After 16 years in the...

Read more

Greg Woods - Professional Profile
 

Vice President of Technology

704 357 8500

704 357 8300

As Vice President of Technology, I am responsible for planning the information technology future for the organization as well as for the implementation and maintenance of current systems. I must ensure maximum uptime and stability in...
Read more

Margarite Lynch - Professional Profile

Account Services Executive

704 357 8500

704 357 8300

Margarite Lynch joined the SHARP ADVISORS team in June 2008 as Client Service Specialist and is now a Registered Para Planner and our Senior Client Service Manager. She brings with her many years of client service experience in the...

Read more

Corey Miller - Professional Profile

Relationship Specialist

919 878 6600

919 878 6544

Corey Miller joined the SHARP ADVISORS team in July of 2017 as a Client Relationship Specialist. He studied at Virginia Polytechnic Institute in Blacksburg VA, majoring in Financial Planning. As a Client Relationship Specialist, he is...

Read more

Cathy Wigmore - Professional Profile

Executive Assistant

919 878 6600

919 878 6544

Cathy is an executive assistant with Sharp Advisors and has been in the financial profession for 25 years. She graduated from Appalachian State University in 1980. Cathy has lived in Raleigh most of her life. She and her husband, John,...
Read more

Jason Straub - Professional Profile

Relationship Specialist

704 357 8500

704 357 8300

Jason joined the SHARP ADVISORS team in October 2017 as a Relationship Specialist. He is a graduate from UNC Wilmington and came to us from Trust Company of America in Denver, CO. Jason brings with him 3 years of experience in the...

Read more

Jessica Graver - Professional Profile

Relationship Specialist

704 357 8500

704 357 8300

Jessica Graver - Casual Profile Fun fact: I come from a large family. I am the fourth child of five! I also have two stepsisters and two stepbrothers. Holidays are crazy fun! I wouldn’t have it any other way! Why did you...

Read more

Gina Rhyne - Professional Profile

Director of First Impressions

704 357 8500

704 357 8300

gina.rhyne@sharpadvisors.net

Gina Rhyne joined the SHARP ADVISORS team in August 2017 as the Director of First Impressions. She studied English, Communications, and Media at UNC Greensboro. As the Director of First Impressions, Gina is often a main point of...

Read more

Charles Wright - Professional Profile

Practice Manager

919-878-6600

919-878-6544

charles.wright@sharpadvisors.net

Charles is the Practice Manager for our Raleigh office. He brings with him nearly a decade of experience in the financial services industry. Charles is thrilled to...

Read more

Have a Question?

Name
Email
Question
Thank you! Oops!