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  Dot Yandle Financial Services, LLC

8037 Corporate Center Drive
Suite 300
Charlotte, NC 28226
704-543-0690
 

 

Team

Dorothy (Dot) Yandle

CPA/PFS -Investment Advisor Representatiave

(704) 543-0690

(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...

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Ashlin Hughes

Administrative Assistant

(704) 543-0690

(704) 749-9989

Ashlin joined the team of Dot Yandle Financial Services September 2017, bringing with her exceptional experience in Customer Service. She will be teaming up with Dot to add office efficiencies and serve clients needs. She is completing...

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Kristine Pennington

Investment Advisor Representative

(704) 860-0784

(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...

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Sarah Bird

Financial Associate

704-543-0690

704-749-9989

Sarah joined the team of Dot Yandle Financial Services September 2016, bringing with her exceptional experience in Customer Service. She will be teaming up with Dot to provide our clients with the guidance they need to achieve their...

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