Meet Our Team

George H. Edmiston Jr. | R. Wade Austin | Dustin Barr, CFA | Abby Bennett, CFP® | Karen Brawley
Linda Christine | Joyce G. Cmiel | Oliver R.Cross III | Richard Fountain | Victoria Furr | Jeanne Kelsey Fritchley
R. Christopher Gammon, CFA, CFP® | Christopher K. Grogan | Ted Highsmith, CFP® | Nargiz Kambarova
Heather Kortekaas | Justin Louis | Lyric Martin, CFP® | Bridget McDermott | Brenda McRae | Molly Peecher
Trudy Penley | David A. Perkins, J.D.,  CPA, CFP® | Robert R. Shaw | Walker T. Shelton, CFP®
Katherine Shermansky | Holly Skipper | Bryan P. Zeiss


George H. Edmiston Jr. – Consultant, Corporate President, LLC Managing Member, and Firm Principal

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

George H. Edmiston Jr. has more than 30 years of experience in the investment consulting industry. After spending 10 years with E.F. Hutton, George joined Wheat First Securities (now Wells Fargo Advisors) in 1990. In 2001, he formed an independent broker dealer and investment advisory firm, Carolinas Investment Consulting LLC. Mr. Edmiston is a graduate of Virginia Polytechnic Institute and State University with a BS degree in Finance.

He previously worked as a financial and marketing analyst with Armstrong World Industries. George holds FINRA Series 7, 24, 28, 53, 63, 65, and 99 licenses. George’s local affiliations include the YMCA of Greater Charlotte (Metro Board), YMCA Blue Ridge Assembly (Board Member),  Rotary (Past President), Rotary Charitable Foundation ( Treasurer), Charlotte Historic Rosedale (Past President),  North Carolina Family Policy Council (Board Member),  Sugar Creek Charter School (Past Chairman), and Charlotte City Club (President). He is married to Randi and they have three children.


R. Wade Austin

R. Wade Austin – Consultant

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Wade joined the CIC team in 2012 to serve individual clients and lead the firm’s marketing and business development initiatives. He brings to the firm 27 years of client development and strategic advising experience most recently at Xerox Corporation where he was a national accounts general manager responsible for expanding significant client relationships with several of the U.S.’s largest Financial Services corporations.

A native of the Charlotte region, Wade graduated with honors from the Georgia Institute of Technology earning a BS degree in Management with a concentration in Finance as well as a certificate in Psychology.

Wade has served on boards at Charlotte Latin School and Myers Park Presbyterian Church, currently a Deacon, and is active in the community. His wife Lilla is a teacher at Charlotte Latin School, and they live in Charlotte. They have a son, Davis, and daughter, Garland. Wade holds his Series 7 and 66 licenses.


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Dustin Barr, CFA – Director of Research

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Dustin joined Carolinas Investment Consulting in 2015 after spending nearly eight years at TIAA. Most recently, Dustin was Director of Investment Product Management, responsible for development and management of TIAA Asset Management mutual funds and variable annuities. During his time at TIAA, Dustin worked on projects relating to nearly every asset class and product structure, but most recently focused on actively managed equity and fixed income strategies.

A native of Mooresville, North Carolina, Dustin graduated from College of Charleston, receiving a BA in Business with a Finance focus. While at College of Charleston, Dustin was a four year letterman on the Golf Team and served as Co-Captain his final season.

Dustin and his wife, Catherine, live in Charlotte, with their daughter, Maggie, and son, Charlie. Dustin holds the Chartered Financial Analyst (CFA) professional designation and is a member of the CFA Institute and the CFA North Carolina Society. Dustin holds the FINRA Series 7, 63, and 65 licenses.


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Abby Bennett, CFP® – Financial Planner

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Abby joined CIC in 2015 as a Financial Planner. Previously, she spent several years with a wealth management firm in the Washington, D.C. metro area serving high net worth families and institutions. She graduated from Virginia Tech with degree in Business (Finance). Abby has obtained her CERTIFIED FINANCIAL PLANNER™ designation and holds the FINRA Series 65 license.

Abby is a member of Uptown Church, Charlotte’s FPA NexGen chapter, and the Junior League of Charlotte. She and her husband Patrick, a fellow Hokie and mechanical engineer with Duke Energy, live in South Charlotte with their two Australian shepherds, Jake & Charlie.


Karen Brawley – Executive Administrator

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Karen joined CIC in January of 2015 as Executive Administrator, bringing over 27 years of administration experience to the firm. Karen is a native of North Carolina and resides in Charlotte.


Linda Christine – Receptionist

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2456 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Linda became a part of CIC in December of 2003 bringing more than 30 years of business experience in many areas, mainly customer service and business administration. Linda relocated to Charlotte from Philadelphia in mid-2003 to be closer to her children and grandchildren. She is the face and voice of CIC for our clients, while handling many administrative, correspondence, purchasing, and support functions for the entire team. She is a member of the USO of NC, which is based in the Charlotte Douglas International Airport. Linda is also a Notary Public.


Joyce G. Cmiel – Relationship Manager

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Joyce joined CIC in the spring of 2013 and brings a wealth of industry knowledge to the firm from her years as an Investment Advisor with Merrill Lynch and A.G. Edwards and Sons. She is a graduate of Frostburg State University where she received her BS in Business Administration and Marketing. Originally from the Washington, DC area, she and her husband Craig and three children moved to Charlotte in 2011. Joyce is a certified yoga teacher and active in the community through several outreach programs. Joyce holds FINRA Series 7 and 63 licenses.


Oliver R. Cross III – Consultant

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Oliver joined CIC in 2010 after serving as an Investment Manager at Trusco Capital Management (now Ridgeworth Capital Management), the institutional asset management subsidiary of SunTrust Bank, where he was a Vice President. During his six years at Trusco, Oliver provided investment consulting services to corporations, endowments, foundations, and other not-for-profits.

A native of Winston-Salem, Oliver received his undergraduate degree from Davidson College where he was member of the golf team. Additionally, he completed his MBA in Investment Management from UNC Kenan-Flagler where he served as both the Market Strategist and Investor Relations Manager on the student-run Global Perspectives Fund.

Oliver is a member of Myers Park United Methodist Church, The Corners Society, Teach for America Young Associates, Hemby’s Heroes (Presbyterian Hospital), and Meck for Men (Men’s Shelter of Charlotte). He and his wife Mary Ann, who is a pediatrician at Eastover Pediatrics, have a daughter, Dottie, and a son, Roane, and live in Charlotte. Oliver holds FINRA Series 7 and 66 licenses and is a member of IMCA (Investment Management Consultants Association).


Richard Fountain – Operations Associate

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Richard joined CIC in January of 2016 after spending time pursuing a career as a professional golfer. A native of Raleigh, Richard graduated from Davidson College where he was an Academic All-American on the golf team. During his college career, he won the 2011 Southern Conference Championship, qualified as an individual for three NCAA Division I Regional Golf Championships, and set the school record for career scoring average.

Richard was the recipient of the Thomas D. Sparrow Award his senior year, which is presented annually to the male athlete best exemplifying the Davidson spirit in intercollegiate athletics and campus leadership, as well as the Helen DeVane Carnegie Award, presented to the most outstanding freshman athlete.

Richard lives in Charlotte and enjoys being an active part of the community. He is a member of Mercy Church and regularly volunteers with Young Life and Room in the Inn (Urban Ministry Center). Richard holds his Series 7 and 66 licenses.


Victoria Furr – Relationship Manager

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Victoria joined CIC in October of 2016 as a Relationship Manager. Prior to joining the firm she was a relationship manager at Voya Financial Advisors in Charlotte, NC. She graduated from the Darla Moore School of business at the University of South Carolina in 2014 with honors. Victoria holds the FINRA Series 7, 63 & 65 securities licenses. As a Charlotte native, she is an avid Panthers fan and enjoys spending time exploring the city with her dog, Sadie.


Jeanne Kelsey Fritchley

Jeanne Kelsey Fritchley – Chief Operating Officer, LLC Member and Firm Principal

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2464 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Jeanne relocated to Charlotte from Connecticut in 1998 and joined George Edmiston’s team later that year. After receiving a BS in Engineering Physics and a BA in Aeronautics-Mathematics from Miami University, she went on to obtain her MBA from The University of Connecticut, concentrating in Finance and Management.

Jeanne and her family own and operate Rivendale Farm, an equine boarding facility in South Carolina. Jeanne and her husband, Brian, live in Waxhaw and have one son, Jake. Jeanne holds FINRA Series 4, 7, 24, 63, 65, and 99 licenses.


R. Christopher Gammon, CFA, CFP® – Consultant

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography
Chris joined CIC in 2008 after serving in the investment industry with Wachovia for more than 26 years. His roles at Wachovia (now Wells Fargo) included Commercial Banking, heading the London Office of Wachovia for five years, and Capital Markets, Corporate Finance & Investment Banking, culminating in his election to Partner in Wealth Management.

A native of Lynchburg, Virginia, Chris graduated Phi Beta Kappa, Beta Gamma Sigma, and magna cum laude from the Commerce School at Washington and Lee University. He earned an MBA from the Fuqua School of Business at Duke University and holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designations.

Chris has served in the Foundation for the Carolinas’ Cabinet of Professional Advisors and Robinson Center for Civic Leadership, on the Board of the CFA North Carolina Society, the Board of Advisors of the Children’s Theatre of Charlotte, the Davidson College Parents Council, and as an Elder in Myers Park Presbyterian Church. He and his wife, Ruth, live in Charlotte and have two daughters, Sydnor and Betsy. Chris holds his Series 7 and 63 licenses, and life and health insurance licenses.


Christopher K. Grogan – Consultant, LLC Member, Corporate Secretary, and Firm Principal

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2463 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography
Chris began working with George Edmiston in 1999 and is one of the founding members of CIC. Before joining the firm, Chris worked for Bank of America in its corporate finance department. He is a native of the Charlotte region and graduated from the University of North Carolina at Charlotte with a BS in Business.
Chris focuses his efforts on both individual clients and corporate retirement plans. His clients include many physicians, medical practices, current and former executives along with multi-generational families. Since each relationship is unique, spending time getting to know his clients and their individual needs is a key factor in creating an appropriate plan.

Chris and his wife, Christie, live in Fort Mill, SC with their sons, Reid and Cade. Chris enjoys spending time with family, gardening, hiking, and photography in his personal time. He holds FINRA Series 7, 24, 63, 65, and 99 licenses as well as his life and health insurance licenses.


Ted Highsmith, CFP® – Consultant

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2466 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Ted began working with Carolinas Investment Consulting in 2006 serving as a Relationship Manager for George Edmiston’s team.  Prior to joining CIC, Ted was a Financial Advisor with Banc of America Investments, Inc. in the Charlotte N.C. and Washington D.C. Metro regions. He has over 15 years of wealth management experience.

A native of Raleigh, Ted graduated from North Carolina State University with a B.S. degree in Business Management and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation. Ted and his wife Missy have three children and are active members of Myers Park Presbyterian Church. Past and present community activities include Crisis Assistance Ministries, W.I.S.H. Hope Team Member, Charlotte Succession, and the Charlotte Chamber of Commerce Ambassador program. Ted holds FINRA Series 7, 63, and 65 licenses and holds life and health insurance licenses.


Nargiz Kambarova – Compliance Officer/Operations

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Nargiz joined Carolinas Investment Consulting in June of 2014. Prior to arriving at CIC Nargiz worked at Novant Health Financial Services and Mechanical Supply Company. She holds her Bachelor’s degree in Finance from the University of North Carolina at Charlotte with magna cum laude honors. Nargiz earned her dual MBA and Finance degree from Wingate University. Nargiz is originally from Kazakhstan and speaks fluent Russian. Nargiz, her husband and their daughter Sasha reside in Matthews. She holds FINRA Series 7 and 66 licenses.


Heather Kortekaas- Operations Associate

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Heather joined CIC in May 2016 as the Operations Associate. She has 8 years of experience as a Sales Assistant with Wells Fargo Advisors and BB&T Scott & Stringfellow. She graduated from the University of South Florida with a BS in Finance.

Heather is married and has a son, Hunter, and lives in Matthews. She enjoys spending time with family and friends. She likes spending time outdoors, running and has completed several half-marathons. Heather holds her FINRA series 7, 63, 65 licenses.


Justin Louis – Relationship Manager

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Justin joined CIC in November of 2016 as a Relationship Manager working with Dave Perkins. Previously, Justin spent six years in the energy industry, most recently holding a strategy role at a company helping electric utilities modernize the power grid.

Justin moved to Charlotte from San Antonio with his wife, Emily, and daughter, Robin. He enjoys spending time with his family, finding good food, and getting to know Charlotte. Past and present activities include hiking, fly-fishing, coaching high school speech and debate, teaching photography classes and hosting communications conferences.


Lyric Martin, CFP® – Financial Planner

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2458 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Lyric joined the firm in August of 2000 and obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2010. She is a graduate of the University of North Carolina at Chapel Hill with a BS degree in Accounting and received her MBA from Queens College in Charlotte. Prior to joining the firm, Lyric worked for Bank of America for 15 years, most recently in the Private Bank as a Trust Officer. A resident of Charlotte for the past twenty years, Lyric is married and has two children.


Bridget McDermott – Financial Planner

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Bridget is a Financial Planner who joined CIC in March of 2017. She earned a bachelor’s degree in Business majoring in Finance with a concentration in financial planning from Virginia Tech’s board-registered CFP® certification program. Bridget holds the FINRA Series 7 and 66 licenses.

Bridget is originally from Virginia Beach, VA. Although she dearly misses living by the ocean, she has fallen in love with Charlotte and is happy to call it home. Outside of the office, she enjoys spending time with friends and family, going to concerts, and attending any and all sporting events.


Brenda McRae – Relationship Manager

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-804-7091 Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Brenda joined the CIC team in November of 2002. Previously, she had more than 25 years of business experience in accounting, operations, and sales support, including three years in operations support at Dean Witter (now Morgan Stanley Smith Barney). She has served as CIC’s cage/wire operator and as operations manager. She is now a Relationship Manager helping Chris Grogan serve his clients. Brenda has an Associate Degree in Business Administration.

A lifelong resident of the Charlotte area, Brenda is married with two married sons, and five grandchildren. In 2005, she was elected a Commissioner for the Town of Mint Hill and served four terms. Brenda holds FINRA Series 7 and 63 licenses.


Molly Peecher – Relationship Manager

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Molly joined CIC in February of 2014 as a Relationship Manager. Previously, she was with Vanguard and with JP Morgan in the Private Bank division. She has 25 years of experience in the investment industry. She is a graduate of University of Pittsburgh and lives in Tega Cay with her three children. Molly holds FINRA Series 7 and 63 licenses.


Trudy Penley – Cashier and Cage Operator

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2457 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Trudy joined CIC in November of 2006 bringing 20 years of experience in the financial services industry. She spent the majority of that time working as a part of the Interstate Securities/IJL/Wachovia Securities organization. Trudy also spent several years with Endata traveling the country demonstrating computer hardware and software. She has an Associate Degree from Central Piedmont Community College in Liberal Arts. Trudy has one son and two grandchildren. She is a native Charlottean and now resides in Pineville.


David A. Perkins, J.D., CPA, CFP® – Consultant and Financial Planner

Learn more about how David can oversee your family’s financial affairs

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2468 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Dave joined CIC in the fall of 2004, bringing 25 years of experience in the areas of estate and financial planning, investment consulting, and tax, and legal matters. He is an attorney, accountant, and a CERTIFIED FINANCIAL PLANNER™ professional. He led the Personal Financial Services team at KPMG Peat Marwick in Charlotte, and later served as Director of Financial & Estate Planning at IJL/Wachovia. Throughout his career he has specialized in providing consulting services to executives, business owners, and other affluent individuals and families. Over the course of his career, Dave has worked with professionals at the following companies: EnPro Industries, Goodrich Corp., Duke Energy, Belk Stores Services, United Dominion (now SPX), Industrial Piping, Lance, Bank of America, Centex Homes, Royal and SunAlliance, Piedmont Natural Gas, Carolinas HealthCare System, and Enterprise.

Dave received his undergraduate degree from Lafayette College in Pennsylvania, and he attended Albany Law School of Union University in Albany, NY. He and his wife, Robin, have two daughters, Emily and Perry. Dave holds FINRA Series 7, 24, 63, and 65 licenses.


Robert R. Shaw – Director of Technology and Special Initiatives

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Robert joined us in 2016 with experience in software entrepreneurship and management consulting. Years earlier, Robert helped implement our performance reporting system during a college internship at Carolinas Investment Consulting, then went on to help lead several Internet startups. Robert currently oversees the firm’s information infrastructure while undertaking other special projects.

Growing up in Charlotte, Robert was a “lifer” at Charlotte Country Day School, after which he earned his Bachelor of Science Degree in Economics at Duke University. A lifelong member of Myers Park Presbyterian Church, Robert is an Eagle Scout and Arrowman and remains active as a Scoutmaster in the church’s Boy Scout Troop.


Walker T. Shelton, CFP® – Client Advisor

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Walker joined CIC in June 2013 as a Financial Planner and now applies Financial Planning to his work as a Client Advisor with Dave Perkins. Prior to joining the firm, he was a Broker at The Vanguard Group in Charlotte, NC. Walker has obtained his CERTIFIED FINANCIAL PLANNER™ designation and holds FINRA Series 7 and 66 securities licenses.

A native of Boone, Walker graduated from Appalachian State University with a BSBA in Finance and Banking, Financial Planning. He is a member of the Financial Planning Association. Walker and his wife, Lindsey, live in uptown Charlotte.


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Katherine Shermansky – Chief Financial Officer

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Katherine joined CIC in 2015 as Chief Financial Officer. She has 20 years of accounting experience with companies in manufacturing, real estate, technology, healthcare and non-profit. She graduated from the University of South Florida with a BS degree in Accounting.

Katherine is a member of Forest Hills Church. She and her husband Mark, who is an athletic trainer for the Carolina Panthers, have two sons: Steven is a First Lieutenant in the Air Force, and Chris is a realtor in California. They also have two daughters, Emily and Lily, and live in Matthews. She enjoys spending time with family, friends and their three dogs. She is an avid cyclist and loves all outdoor activities.


Holly Skipper – Relationship Manager

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Holly joined CIC in October of 2014 as a Relationship Manager. She has over six years of wealth management experience serving high net worth individuals, families and institutions previously for Brown Brothers Harriman. Holly graduated from the University of North Carolina at Charlotte with a Bachelor of Science in Business Administration and Bachelor of Arts in Art. She and her husband, Jason, live in Charlotte where she serves as a Girl Scout Troop Leader and is a member of the Women’s Impact Fund. Holly holds her FINRA Series 7 license.


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Bryan P. Zeiss – Consultant

5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209
704-643-2455 – Charlotte
1-800-255-2904 – Toll free
704-643-2470 – Fax

Biography

Bryan joined CIC in 2015 bringing 13 years of investment experience to the team. Most recently Bryan was a Vice President with Wells Fargo Securities where he spent 11 years serving institutional investors and money managers focusing on High Yield fixed income investments.

A resident of Charlotte since 1993, Bryan earned his Bachelor of Science in Business Administration with a concentration in Finance from the University of North Carolina at Charlotte. He and his wife Courtney live in Charlotte and enjoy being active together and in the community. Past and present activities and causes include the May 20th Society, Cystic Fibrosis Foundation, Central Piedmont Community College and the Boy Scouts of America. Bryan holds FINRA series 7, 63, and 65 licenses.