“We offer financial solutions through honesty, integrity and service.”
Welcome To A4 Wealth Advisors, LLC
John B. Balcerzak, CFP®, Founder, Managing Member, Author, Investment Advisor RepresentativeWith over 20 years of experience in the financial services industry, John Balcerzak has dedicated his business career to helping families and small businesses accomplish their financial goals by focusing on their core values which involve balance and clarity of all four asset classes. (Financial, Intellectual, Social and Human).
With all the turmoil in the markets and conflicts of interest with advisors, John believes clients can be best served when advisors act as fiduciaries for their clients. John also believes that “if you always take care of the clients’ best interest first the clients will take care of you and you can build real trustworthy lifelong client relationships.” John has been a multi-year winner of the Five Star Professional award, he is a regular contributor to WCNC’s Charlotte Today show, he hosts a radio show called “Creating Lifestyles Building Legacies” and is a published author. John has also been featured in Forbes magazine and has the following licenses: Series 65, Life & Health, Long-Term Care, and Property and Casualty. To further his education and ethics, John attained the Certified Financial Planner ™ certification.
John resides in Lake Norman with his wife Anya, and their two sons John and Aiden. John and Anya attend Elevation Church. John is also a member of the National Ethics Bureau and the Financial Planning Association. One of John’s true passions is giving back so both A4 Wealth Advisors, LLC and John are actively involved in the Gradient Gives Back program and help raise money for St. Jude Children’s Research Hospital. John enjoys boating, skiing, golf, traveling, reading and attending Carolina Panthers football games. John is committed to truly make a positive difference for all the people in his life.
Michael Gibson, Investment Advisor RepresentativeMichael 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.
Shauntae Funkhouser, CPRS™, Senior Client Associate/ Medicare CoachShauntae Funkhouser brings over 15 years of experience in a variety of client-focused positions. 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 is a licensed Life, Health, Long-Term Care, and Medicare Insurance agent as well as a licensed Mortgage Loan Originator. She meets with clients in our Huntersville, NC office to help them navigate through the constant changes of the Medicare Insurance space; her previous medical background helps her to really understand some of the challenges her clients may face. Shauntae’s multifaceted skill set has allowed her the ability to serve A4 Wealth and its clients in a variety of different areas to include operations and project management, organizational enhancement implementation, hosting and facilitating private client events, assisting with the preparation of retirement plans as well as the maintenance of client accounts.
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 as well as being in touch with her creative side – she loves to paint and has also taught paint classes in the past.
Tami Mathis, Senior Transfer SpecialistTami Mathis is a Registered Paraplanner (FPQP) who brings over 20 years of experience in the financial industry to A4 Wealth Advisors, LLC.
Tami received her Bachelor of Science degree from the University of North Carolina at Charlotte, NC. She is a licensed Life, Health, Long Term Care Insurance Agent. She previously held the Series 7 and Series 63 security licenses. She is client focused to ensure that the values and practices of our company align with our customer needs and satisfaction. She enjoys establishing new relationships by onboarding clients and assisting with the long term goals of their wealth plans. She is heavily involved in the day to day customer requests and resolving any issues that may arise. She also implements and follows up with the maintenance of client accounts and transfers.
Tami currently lives in Cornelius, NC and is a native of Winston-Salem. NC . Some of her interests and hobbies include the Lake Life, mountain biking, traveling, as well as sculpting and decorating.
She also loves spending time with friends and family especially her son, Alex and her dog, Ace!
Marty Collins, Client AssociateMarty is a North Carolina native and attended East Carolina University and served in the United States Army. He is a licensed Life, Health, Property and Casualty Insurance Agent. Marty joined the A4 Wealth team in 2019 as a Senior Associate bringing many years of sales, finance and business development experience to the team. He is the founder of a non-profit organization that has helped financially equip missionaries locally and internationally for the past 15 years. He has a heart to help people live their best lives, and over the years has served in the community as a Pastor, Sherriff’s Deputy / School Resource Officer.
Marty enjoys working with John in helping clients create and maintain a plan that will provide for their short-term and long-term financial goals while working to preserve their hard-earned assets. Through his strong active listening and analytical skills, he is able to customize services to suit the needs of clients.
Away from the office, you could find Marty spending time with his wife and 3 young children, traveling, exploring, and serving in his church. He is very passionate about helping the next generation of young professionals understand the value and importance of proper financial planning.
Angela Walton, Client Experience SpecialistAngela 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.
Lori Alge, Client AssociateLori 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.
Norie Grissom, Receptionist and Client Services AssistantNorie is the Receptionist and Client Services Assistant with A4 Wealth Advisors, LLC. In this role, Norie is the first cheerful face people see as they enter our office. 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.
Norie came to us in May of 2021 with 30+ years of customer service and human resources experience. In her spare time, she enjoys kite flying, cooking, board games, cards, and movies.