Leadership

	President Kathryn Habluetzel Bernstein Global Wealth Management (704) 441-6770 kathy.habluetzel@bernstein.com
	President Elect/Vice President Phillips Bragg Bragg Financial Advisors (704) 377-0261 phillips@braggfinancial.com
	Secretary Heidi Royal Robinson, Bradshaw, and Hinson, P.A. (704) 377-8144 hroyal@rbh.com
	Treasurer Suzanne Bledsoe CPA The Bledsoe Cathcart Group (704) 343-7850 Suzanne_Bledsoe@ml.com
	Immediate Past President Brett D. Sovine LLM CPA Brown Brothers Harriman Trust Co., N.A. (704) 370-0500 brett.sovine@bbh.com
	Executive Board Members Mark Horn Moore & Van Allen, PLLC (704) 331-3540 markhorn@mvalaw.com
	Executive Board Members Carl E. Rogers Jr. Rogers & Associates (704) 494-7070 cerogers@aicinvest.com