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 email@example.com 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 firstname.lastname@example.org 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!