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 golden retrievers. She is an advocate for adoption, enjoys playing piano and loves animals.

California Insurance License Number : 0F06161, Resident State NC

As a financial advisor, Jay brings a depth of experience by listening to and listening with his clients. Then Jay goes to work to skillfully craft and design a custom and comprehensive goals-based plan for a select group of clients and families. The individual nature of planning requires considerable attention to detail and understanding our clients’ needs and objectives. To every interaction, Jay brings 17 years of experience within the financial service industry, a host of designations such as CFP®, RICP®, CIMA®, CPWA®, and CLU® for an exclusive comprehensive plan for each client.  Jay is a graduate of Nova Southeastern University with an MBA with a concentration in finance. Jay has attended the Chicago Booths School of Business, Yale School of Management, and The American College of Financial Services for Executive and Advanced education. Jay resides in Huntersville, NC, with his loving wife, Corrina, sons Cayleb and Camdyn, and dog Junjie.

California Insurance License Number : 0L54305, Resident State NC

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 believes 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, Smoky.

California Insurance License Number : 0G63295, Resident State NC

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) and three sons (Scott, Jake and AJ). Getting to know each and every client on a personal level and meeting their needs is her #1 priority.