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

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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...

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

Executive Vice President

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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...

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Carly Hensley, CFS® - Professional Profile
 

Financial Advisor

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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...

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Sheri Straub - Professional Profile

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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...

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Margarite Lynch - Professional Profile

Branch Operations Manager

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Margarite Lynch joined the SHARP ADVISORS team in June 2008 as a Client Service Specialist and is now a Financial Paraplanner Qualified Professional and our Branch Operations Manager. She brings with her many years of client service...

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Cathy Wigmore - Professional Profile

Executive Assistant

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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,...
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Jason Straub - Professional Profile

Relationship Specialist

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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...

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Jessica Graver - Professional Profile

Relationship Specialist

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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...

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Gina Rhyne - Professional Profile

Director of First Impressions

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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...

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