Our Executive Team
Chief Operating Officer
Valeria began her insurance and financial career working for a fortune 500 company for many years as the State Coordinator Office Operations Manager. She was responsible for the overall success and strategic direction of the office at the state level where she achieved an incredible amount of knowledge and expertise. Through those years of dedicated service, Valeria was able to bring to Capital Advisory Group & Tax Planners of Lake Norman and Capital Investment Advisors a polished package of impeccable detail, professionalism and patience. Valeria has a wealth of experience in leading complex organizations that have high expectations and challenging goals. She understands the power of collaboration and the importance of quality in order to succeed.
As COO Valeria is committed to providing exemplary customer service and is responsible for the overall business operations of the company to ensure your experience with Capital Advisory Group & Tax Planners of Lake Norman is unparalleled. She works with her colleagues and strategic partnerships to develop a forward direction strategy for Capital Advisory Group & Tax Planners of Lake Norman, with a goal of providing growth opportunities while progressively integrating internal efficiencies for greater effectiveness.
In addition to Valeria’s role as COO, she monitors and oversees all administration responsibilities of the securities accounts and is the AML Officer of Capital Investment Advisors, Inc., a North Carolina Registered Investment Advisory Firm. She is responsible for growth , operations and direct collaboration with the Investment Advisors.
On a personal note, Valeria was born in Shreveport, Louisiana, and now resides in Concord, North Carolina with her loving husband Rick and their four children. She is a member of the Lake Norman Chamber of Commerce, Better Business Bureau and Business Leaders of Charlotte. Valeria participates in community events and is involved in her local church. In her spare time Valeria enjoys spending time outdoors with her family.
Rena’ is originally from Charlotte and is blessed that her immediate family still resides there. She has been married to Paul, founder of Capital Advisory Group & Tax Planners of Lake Norman, for 20 years.
Rena’ graduated from Appalachian State University where she received a degree in Social Work. She worked in the foster care division of the Cabarrus County Department of Social Services for 5 years. There she handled a case load of young foster children, diligently working with their biological parents for the ultimate goal of reunification.
Rena’ took over the job of bookkeeping for Capital Advisory Group & Tax Planners of Lake Norman 15 years ago after the birth of her first child. Much of the work can be done at home enabling her to be a stay at home mom to their three children. In 2008 Rena’ earned her Real Estate license and is currently a broker for Keller Williams in Mooresville. Rena’ is involved in their local church as well as active in the kids sporting activities. She enjoys spending time with family and friends, traveling and boating on Lake Norman.