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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dorothy (Dot) Yandle, CPA/PFS - Investment Advisor Representative

President and Owner

704-543-0690

704-749-9989

Dot@focusedwealthllc.com

"My passion is listening to clients and translating their wants, needs and values into a plan that will guide them successfully to their financial goals. This leads to a long-term client relationship as we produce the life and legacy...

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Anna Pennington

Branch Operations Manager

Anna@FocusedWealthLLC.com

Anna Pennington is the Branch Operations Manager at Focused Wealth. Holding a bachelor’s degree in business with a concentration in Finance from Winthrop University, Anna's academic background reflects her strong foundation in...
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Veronica Rada

Administrative Assistant

Veronica@FocusedWealthLLC.com

Veronica Rada serves as the administrative associate at Focused Wealth, where she applies her experience and background to maintain the efficiency of administrative functions. An ambitious individual, she earned her bachelor’s...
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Kristine Pennington, LPL Investment Advisor Representative

Financial Advisor

704-543-0690

704-749-9989

Kristine@focusedwealthllc.com

Kristine started in the Insurance industry in 2007 and transitioned into the financial services industry in 2009. Longevity in Kristine’s family has made her understand the importance of planning to not outlive your retirement...

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