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 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...
Marcus Anderson, CFP®, CIMA®, AIF® - Professional Profile
Executive Vice President
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...
Carly Hensley, CFS® - Professional Profile
Financial Advisor
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...
Sheri Straub - Professional Profile
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...
Margarite Lynch - Professional Profile
Branch Operations Manager
704 357 8300
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...
Cathy Wigmore - Professional Profile
Executive Assistant
919 878 6544
Jason Straub - Professional Profile
Relationship Specialist
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...
Jessica Graver - Professional Profile
Relationship Specialist
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...
Gina Rhyne - Professional Profile
Director of First Impressions
704 357 8300
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...