Team

Debbie Peterson

President / LPL Financial Advisor

Debbie relocated to Charlotte from Rochester NY in 1998 when two of her three sons moved to Charlotte to start a framing contracting company. She has three sons who are married and a total of seven grandchildren. All of her family is...

Jamie McGarity

Client Relationship Manager

Jamie McGarity was born in New Jersey but spent most of her life in Florida. She graduated with a BA degree in Resort and Hospitality Management from Florida Gulf Coast University in Fort Myers, FL. Upon graduation she worked as an...

Jennifer Meldrim

Client Relationship Manager

Born in Rochester, N.Y., Jennifer graduated from the State University of New York – Oswego with a degree in Business Administration-Economics and a concentration in Finance. She began her career as a 401k specialist in the Human...

LPL Financial Advisor

Vice President / LPL Financial Advisor

7047501219

Nicole@moneycounts.biz

Nicole was born in Omaha, Nebraska and is an avid Cornhusker fan. Nicole’s family moved to Venice, Florida when she was young to enjoy year-round sunshine. Nicole began her 20+ year career in the financial industry as a Customer...

Marsha Taylor Pepper

Office Manager

Marsha Taylor Pepper was born in St. Louis, but has spent most of her life in Charlotte, NC. She and her husband, Steve, are both native Charlotteans! Marsha graduated with a BA degree in Political Science and Sociology from Randolph...

Paula Roark

Client Relationship Manager

704-315-5623

866-831-8627

paula@moneycounts.biz

Favorite Things / Fun Facts: Food: ItalianBook: Les MiserablesVacation Spot: Disney WorldHobbies: Travel, Reading, Baking, Attending live theater productionsCity to Visit: New York Paula Roark is originally from New...