Team

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...

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...

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...

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...

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...

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...

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...

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...

Kim Curran joined the SHARP Advisors team in August 2017 as a Client Service Specialist. She has more than 15 years of experience in financial services, having formerly worked on Wall Street. Kim is here to help our clients with all of...

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...

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...