"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 they imagined."
Dot Yandle is the President and Owner of Dot Yandle Financial Services, LLC. Dot began her career in the accounting industry and soon operated her own CPA practice prior to transitioning fully into a comprehensive financial planning firm. Her personal life experiences have taught her the importance of planning for the expected and the unexpected.
Dot's true calling is focusing on the needs and goals of each individual client whether they are professionals, business owners or retirees. She has the knowledge and expertise to build sound retirement income plans using a tax-efficient perspective. In addition, her unparalleled commitment to superior client service along with her core strengths gives her the ability to create innovative wealth management solutions.
Dot is a Certified Public Accountant(CPA), Personal Financial Specialist (PFS), and a Registered Representative with Triad Advisors LLC. Dot Yandle Financial Services, LLC is not affiliated with Triad Advisors, LLC.
Professional associations include American Institute of CPA'S, International Association of Financial Planners, North Carolina Association of Certified Public Accountants, and Women in Insurance and Financial Services Circle of Excellence.
Dot is a Magna Cum Laude Graduate from Edinboro University in Pennsylvania. She holds her Series 7, 63, 66 and 65 licenses as well as her Life, Accident and Long Term Care Insurance license. She was born and raised in Pennsylvania and has been living in the Charlotte area for twenty-five years. Away from the office, Dot enjoys her time at Lake Wylie kayaking, learning photography and spending time with friends and family.