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.
Dorothy (Dot) Yandle, CPA/PFS - Investment Advisor Representative
President and Owner
704-749-9989
"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...
Jennifer Cook
Financial Associate
704-749-9989
Jennifer joined the team of Focused Wealth, LLC in 2019, bringing with her exceptional experience in Customer Service. She will be teaming up with Dot and Kristine as a series 7 licensed associate to provide our clients with the...
Kristine Pennington, LPL Investment Advisor Representative
Vice President and Owner
704-749-9989
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...