Creating Lifestyles, Building Legacies™
A Roadmap for Financial Independence
A step-by-step guide for your retirement planning.
by JOHN B. BALCERZAK CFP®
Creating Lifestyles, Building Legacies™
Book
A step-by-step guide for your retirement planning.
by JOHN B. BALCERZAK CFP®
Angela is our marketing and public relations liaison. She says she is a jack of all trades and master of none. She has been working in sales environments for over 30 years. A native of Virginia, she moved to Huntersville, NC in 1985 and loves it here. Originally a valued client, Angela decided and believed so much in what we accomplished for her after the loss of her husband in October 2010 that she decided to come and work for us.
Angela is an avid animal lover and she has four cats and two dogs. As a matter of fact, her dogs, Krissy Loo and Henry are part of the welcoming committee at A4. Angela enjoys volunteering and being part of her church in Lake Norman. Angela very strongly believes in walking out God’s Kingdom principles daily in her life.
Ellen is the first cheerful face people see as they enter A4 Wealth Advisors. She helps out with many tasks; and does a fantastic job of making sure our clients are happy from the moment they step foot on the premises.
Ellen came to us in May of 2022 with 30+ years of customer service experience in the banking industry. A cool fact about Ellen is that she worked in broadcasting and aired on several stations in Rochester, NY. Ellen is also quite the comedian and may have missed one of her callings with this talent, we sure do enjoy her jokes around the office. In her spare time, you might find her at the local gym or out and about watching sports with her husband Randy.
Heather Fowler joined the A4 Wealth Advisors team February 2023. She recently relocated from Palm Bay, FL to Sherrills Ford, NC to be closer to family. Heather Fowler is a highly motivated and talented Client Associate with a passion for providing an exceptional customer experience. With over 14 years of experience in the finance industry, specializing in Mortgages and as a licensed Life Insurance Agent, she has honed her skills in building and maintaining positive relationships.
Heather’s dedication to her work is unmatched, she consistently goes above and beyond to ensure that clients’ needs are met. Her strong communication skills and attention to detail make her an excellent representative for the company, and her friendly and approachable demeanor puts clients at ease.
In her free time, Heather enjoys gardening, hiking, traveling, cooking, and spending time with her family. Frequently, when on hikes you can usually find her crouched down trying to identify a weed most people wouldn’t even notice.
Overall, Heather Fowler is a valuable asset to our team and a true professional. Her passion for helping clients and her commitment to providing outstanding customer service makes her a top-notch Client Associate.
Lori Alge joined the A4 Wealth Advisors team in 2019. She brings over 20 years of experience in client-focused and human resource positions. Lori is a licensed Life Insurance Agent and provides excellent client service as well as support to the staff.
Lori resides in Huntersville, NC with her husband, her five children, and their cats and dog. Lori enjoys her weekend getaways to Asheville with her family and volunteering at her favorite non-profit organization. Lori’s greatest joy in life is spending quality time with her family and friends.
Tonja Easley is our Client Onboarding and Transfer Specialist. Tonja brings over 22 years’ of experience working in the financial services arena. She has dedicated her career to ensuring all the clients she works with have a seamless experience. Tonja enjoys establishing new relationships by onboarding clients and assisting with the long-term goals of their wealth plans.
Tonja lives in Cornelius, NC with her adorable pup, Mia. In her spare time, Tonja enjoys working out, traveling, and spending time with her children and grandchildren.
Originally from California, Matthew grew up in family of financial planners and attorneys and has been serving clients in the financial planning sector for over 8 years, along with obtaining the CERTIFIED FINANCIAL PLANNER™ designation.
He previously worked with business owners and high net worth executives at a large bank and has studied the integration of psychology and finance to help educate clients to make better financial choices by applying psychology to decision making processes. He attends Vizion church and has volunteered with The Charlotte Rescue Mission and the Dream Center.
Matthew holds a masters degree in Psychology (from Touro University) and bachelors degree in Finance. He has also completed a certificate (from UCLA) in Personal Financial Planning and a certificate in Applied Behavioral Finance from the Investments & Wealth Institute.
Shauntae is an Investment Advisor Representative that started in the financial services industry in 2016. Shauntae is also a licensed Life, Health, Long-Term Care, and Medicare Insurance agent in our Huntersville office. Additionally, she is a licensed Mortgage Loan Originator. Shauntae received her Bachelor of Applied Science from Sienna Heights University and was inducted into the Alpha Sigma Lambda Honors Society for her achievement of academic excellence. To further her education and ethics, Shauntae attained her Certified Personal Retirement Specialist™ certification from the University of Georgia.
Shauntae currently lives in Huntersville, NC with her husband and daughter, Marly. She and her family are nature and animal lovers who truly enjoy the outdoors. Shauntae enjoys boating, snowboarding, camping, hiking, traveling, and being in touch with her crafty side with painting and restoring furniture.
Michael Gibson is a native of Columbia, South Carolina and a 2002 graduate of Wofford College with a Bachelor of Arts degree in Finance and Accounting. The 2002 recipient of the Light Kinney Award, he was recognized as the senior member of Pi Kappa Alpha fraternity as outstanding leader and representative for the fraternity and the College. He joined his father and brother in Gibson & Associates in September 2002.
Michael has worked in sales and service support, helping client groups with their various needs. Michael currently holds his series 65 license and acts as an Investment Advisor Representative for A4 Wealth Advisors, LLC in the Columbia, SC office.
Michael is licensed to sell all types of insurance products including Health, Dental, Disability, Life and 401K retirement plans.
He lives with his wife Elizabeth, a part-time support team member of Gibson & Associates, and their daughters Emma and Anna in Irmo, South Carolina.