Meet Our Team

Taylor K. Stegall

Business Development

Taylor Stegall is responsible for business development, identifying client needs, and new relationship management for the firm. Her areas of focus will include clients in the healthcare and insurance distribution sectors.

Prior to joining the firm, Ms. Stegall was an account executive at Robert Half where she established relationships with key stakeholders within large financial institutions and collaborated with different teams to enhance the overall client service experience. Earlier in her career, Taylor was an account executive in the logistics industry where she was recognized as a top producer in her role.

Contact Info:

(704) 634-5260

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Meet the Team

Matthew D. Beltz

Managing Director

Pamela B. Carico

CFO and Managing Director