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Charlotte Estate Planning Council
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Thomas Whitlock CPA

Business Name Thompson Whitlock PLLC
Discipline CPA
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Katherine Habermeyer

Business Name TIAA, FSB
Discipline Trust
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Tom Schauder CFP, CPA

Business Name Truist
Discipline CFP
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Frank Robards III CFP, JD, MBA

Business Name Truist Bank
Discipline Trust
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Frank Goins CTFA

Business Name Truist Wealth
Discipline CFP
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Trevor Sheets CTFA

Business Name Truist Wealth
Discipline Trust
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Sean Williams CTFA, JD

Business Name Truist Wealth Management
Discipline Trust
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Jay Eich CPA

Business Name Trust Company of the South
Discipline CFP
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Penny Hill CIMA

Business Name U.S. Bank Private Wealth Management
Discipline At Large
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Gina Amaxopulos

Business Name USI Insurance Services, LLC
Discipline At Large
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