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Team

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 Representatiave

President and Owner

704-543-0690

704-749-9989

d.yandle@yandle.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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Ashlin Hughes

Administrative Assistant

704-543-0690

704-749-9989

Ashlin.hughes@yandle.com

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

k.pennington@yandle.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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Sarah Bird

Financial Associate

704-543-0690

704-749-9989

sarah.bird@yandle.com

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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