Our Team

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Larry Yass

Larry Yass

    • Partner
    • Senior Financial Advisor
    As a financial advisor, Larry provides a wide range of products and services to help individuals create and protect wealth. He focuses his business on retirement planning and portfolio management while providing exceptional service to his clients in helping them meet their short and long-term goals. A graduate of S.U.N.Y. at Oneonta with a B.S. degree in Business Economics, Larry resides in Charlotte, NC with his wife Jill, sons Sammy and Jonathan, and dog Lucy.

    California Insurance License Number: 0F70356
    Christina McConnell

    Christina McConnell

      • Partner
      • Senior Financial Advisor
      As a financial advisor, Christina specializes in comprehensive retirement planning and asset allocation analysis, providing her clients with a variety of products and financial services. She is dedicated to building long-term relationships with clients to help them achieve their financial goals and lifetime dreams. In addition to her bachelor's degree in Mathematics from East Carolina University, she holds Series 7, 63 and 65 security registrations, as well as life and health insurance licenses. Christina currently lives in Mooresville, NC with her husband, 3 children and 3 dogs. She is an advocate for adoption, enjoys playing piano for her church and loves animals.

      California Insurance License Number : 0F06161
      Laura Long

      Laura Long

        • Partner
        • Senior Financial Advisor
        As a Partner - Senior Financial Advisor, Laura Long, MBA, CRPC® brings a wealth of knowledge, experience and professionalism to the company. With over 20 years of experience in finance, Laura is a valuable member of the 4Point Wealth Management team. Laura understands that proper planning drives continued prosperity and it relates to more than just investments.  It’s how well you connect with the those you are trying to help and how you communicate your understanding back to them.  Laura works to think holistically to incorporate all areas of financial services to ensure we are well prepared for all of life’s goals and any unforeseen events. Laura holds a Master of Business Administration degree in Business with a Bachelor of Science degree in Marketing and Statistics. Laura is originally from Buffalo, NY but now resides in Denver, North Carolina with her husband, 2 children and dog, Tucker.

        California Insurance License Number : 0G63295
        Jay Tillman

        Jay Tillman

        • CPWA
        • CIMA
        • CFP
        • RICP
        • MBA
        • Senior Financial Advisor
        It is an honor and privilege to work with a select group of clients helping them build, manage and protect their wealth through all of life’s transitions – planned and unplanned.

        My process is structured around listening to and listening with my clients: understanding their current situation, past experiences and what they want for their future. Then I go to work: studying, analyzing, and modeling strategies designed to address their needs.

        To every client relationship and experience, I bring my education, advanced training, and a commitment to professional development. I have worked diligently to achieve and maintain my status as a Certified Private Wealth Advisor®; a CERTIFIED FINANCIAL PLANNER™ Professional; and a Retirement Income Certified Professional®.

        Investment and wealth management is a complex, multi-generational and intertwined subject. It requires technical knowledge in addition to an understanding of behavioral finance - the impact that feelings and emotions have on financial decision-making.
        The more I’ve studied and the more I practice, the more I understand that no one ever knows it all.

        That is where collaborating with my colleagues as well our clients’ other professional advisors provides valuable insights and perspectives enabling me to deliver objective, unbiased, and cost-effective counsel and guidance.

        My wife and best friend Corrina, and our sons, Cayleb and Camdyn, serve as constant reminders of the importance of family and the impact that my work and the work of all of us at 4Point Wealth Management of Wells Fargo Advisors Financial Network has on our clients and their families, now and for years to come.
        Randi Derene

        Randi Derene

          • Client Associate
          Randi is the newest member of our team. She joined us after working over 10 years in the municipal sector where she supported Town executives, volunteers and residents. She brings the highest level of customer support and office management skills to our team.

          Randi graduated with a Bachelor of Science from Drexel University in Philadelphia, PA.  She recently moved to the Lake Norman area from Weston, Connecticut. Randi now lives in Mooresville with her husband (Todd), three sons (Scott, Jake and AJ), and their family dog (Cooper).  In her free time, she enjoys being surrounded by family, baking, taking long walks, and her newest interest on Lake Norman – paddle boarding.

          Randi looks forward to getting to know each and every client on a personal level and making their needs her #1 priority.

          Helping Clients Succeed Financially