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Instructor Profiles

Craig Averill

Craig Averill, CLU, ChFC

Craig has over 35 years' experience in the insurance industry, primarily  focused on the income, estate and gift taxation related to the advanced sales techniques utilizing life insurance for the high net worth clientele. In addition,  he has significant experience in the nonqualified  executive benefits  marketplace. He is an instructor for the CFP courses at Queens University in Charlotte. He is a graduate of Boston College with a degree in mathematics. He holds the Certified Life Underwriter and Chartered Financial Consultant Designations from The America College and has series 7, 24 and 63 licenses.

Sandy Carlson

Sandy Carlson, CPA, CFP®, QKA

General Securities Principal, a General Securities Representative and a Registered Investment Advisor Representative, and holds insurance licenses in the areasof life, variable life, health and annuity. In addition, she holds the Qualified401(K) Administrator (QKA) designation by the American Society of Pension Professionals & Actuaries. Mrs. Carlson's prior experience includes employment with the Tallahassee,Florida CPA firm, Thomas Howell Ferguson P.A., and with Synovus Trust Companyin both the Personal Trust Area and the Retirement Plan Services Division. Having received a Bachelor of Science in Finance from Florida State University, she is aCertified Public Accountant and a Certified Financial Planner, with memberships in both the American Institute of Certified Public Accounts and the FinancialPlanning Association.

Janice Davies

Janice Davies, Board Certified Specialist in Estate Planning and Probate Law

 Ms. Davies' areas of practice include tax and wealth transfer planning for wealthy individuals and closely-held businesses, and probate and administration of estates and trusts. Her work in the wealth planning area concerns all aspects of estate, gift, generation-skipping transfer, and income tax planning, asset protection planning, post-mortem planning, and business succession planning. Her experience includes complex wills and revocable trusts, irrevocable trusts, dynasty trusts, charitable trusts, split-interest trusts, and generation-skipping trusts. In the trusts and estates areas, she represents trustees, personal representatives, and interested persons during the administration process.

Her practice also includes representation of fiduciaries and interest persons in contested trust and estate proceedings and the modification, reformation, and termination of irrevocable trusts.

Kara Elbert

Kara Elbert, CFP®

Prior to forming Elbert Financial Consulting, Inc. in June 2000, Kara's experience included 12 years inside the public accounting firms of RSM McGladrey and Deloitte & Touche, LLP.   During her 10 years with McGladrey, she worked exclusively on financial planning engagements and ultimately became the firm's first National Director of Personal Wealth Management. 

 Kara is a member of the Council of Examination for the Certified Financial Planner Board of Standards Inc. and has been involved in the preparation of the comprehensive Certified Financial Planner® exams since 1999. 

 Kara holds a BS in Finance from Florida International University and previously held the Series 7 (General Securities), Series 24 (Principal), Series 63 (State Law) and Series 65 (Investment Adviser.) Kara has served on as Programs Chairperson of the Financial Planners Association (FPA) and as President of the local International Association for Financial Planning (IAFP) and Institute for Certified Financial Planners (ICFP) chapters prior to their merger to for the  FPA in 2000. 

Harry Greyard

Harry Greyard, CFP®

Education and Certifications
B.A. in political science, Davidson College, 1979; Graduate studies in journalism, University of North Carolina at Chapel Hill, 1982; Certificate in financial planning, Queens University of Charlotte, 1999. CERTIFIED FINANCIAL PLANNERTM designation, 1999.

Related Work
Financial advisor at Waddell & Reed, 1994-present; Instructor in financial planning, Queens University, 2001-present 

Community Activities
Board member of Financial Planning Association of Charlotte, 2000-2004; president, 2003; Officer or board members of other organizations, including Career and Personal Counseling Services, Presbyterian Samaritan Center, Charlotte World Trade Association.

Tom Pemberton

Tom Pemberton CFA, CFP®

Tom Pemberton is the Owner of Pemberton Financial Planning, an independent fee-only financial advisory service. He is a Certified Financial Planner(R), Chartered Financial Analyst and Registered Investment Advisor with 35 years of investment experience as a Senior Vice President and Senior Trader with Bank of America as a trust officer, portfolio manager, and trader. He provides objective, impartial advice on investments, retirement, and estate planning for an hourly fee. Tom is an instructor in various Certified Financial Planner programs teaching Fundamentals of Financial Planning, Insurance, Case Study, Employee Benefits and Investment Planning. Tom has been a CFA instructor for Keir Educational Resources and Becker's CFA Program through DeVry University.

Marty Reid

Marty Reid, CFP®

After graduating from Lenoir Rhyne University, Marty earned a Th.M. from Princeton Theological Seminary and M.Div. and Ph.D. from Southwestern Baptist Theological Seminary. Following a career in teaching on the college and post-graduate level, Marty began his financial planning career with Prudential Financial in 1998, providing the services of fee-based consultation and asset management. Marty became a Certified Financial Planner® in 2003 and established his own firm, Reid Financial Consulting, Inc. in 2004. He has been teaching in Certified Financial Planner courses at Queens University since 2006. Marty's background includes scholarly publishing, and he is currently working on a textbook entitled Introduction to the Fundamentals of Financial Planning.

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