Inspire advisors lake norman
Steward What You’ve Built — and What Comes Next
Who we serve
Personalized Advice for Your Stage of Life
Business Owners / Exit Planning
Bring your business and personal wealth into one coordinated plan — from liquidity strategies to the life you want after the deal.
Pre-retirees & Retirees
Turn accumulated wealth into durable income, tax-aware decisions, and lasting confidence.
Faith-Driven Families
Invest and give with conviction, in a plan that respects both your values and your responsibilities.
Executives & Equity Compensation
Navigate stock options, restricted stock units (RSUs), and concentrated positions with a plan built around your equity and your goals.
Financial Planning
Retirement Planning
Business Exit Planning
Estate & Legacy Planning
Investment Management
Insurance & Risk Management
Biblically Responsible Investing
Executives & Equity Compensation
Business & Career Changes
Tax Planning
Family Changes
Local Relationships, National Depth
Since 1987
70+ Years
National Team
How we work
A Calm, Clear Process for Consequential Decisions
01
Listen Deeply
02
Design the Plan
03
Steward Over Time
Our team
Guidance That Feels Personal Because It Is
Ted DeLisi
Wealth Advisor · CKA®, AIF®, CEPA®
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Penelope Paugh
Wealth Advisor · ChFC®, CPFA, RICP®, WMCP®
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Matt Conrad
Wealth Advisor
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Christian Campbell
Business Development Manager
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Cara Houston
Director of Operations
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Guidance Built for Complex Decisions and the People They Affect
CEPA®
CKA®
AIF®
ChFC®
CPFA
RICP®
WMCP®
The Team Behind Your Team
Our local advisors are backed by the full strength of Inspire Advisors — a national firm of investment, research, client service, and compliance professionals working behind every plan we build.
Inspire Advisors Leadership
Built on a Larger Vision of Stewardship
Inspire Advisors was founded to help advisors and families pursue thoughtful, values-informed financial guidance.
Founder & CEO, Inspire Advisors
Robert Netzly
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Investment Team
Dr. Erik Davidson, DBA, CFA, CTFA
Chief Economic Advisor
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Darrell Jayroe, CFA, CFP, CKA
Senior Portfolio Manager
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W. Andrew Stoner
VP | Portfolio Strategy & Research
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Tim Schwarzenberger, CFA
Portfolio Manager
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Client Service & Compliance Team
Geoffrey Vodegel
Client Service Manager
Meredith Bales
Client Service Specialist
Beth Williams
Client Service Specialist
Austin Walker, IACCP®
Compliance Manager
Jessica Goodrich
Senior Compliance Specialist
Let’s begin
Your Next Decision Deserves a Thoughtful Conversation
Tell us a little about what’s ahead. We’ll follow up to find a time that works for you.
Faith-aligned, fiduciary guidance for families and business owners, rooted in Lake Norman and serving clients nationwide.
How We Help
Where We Serve
Based in Troutman and rooted in the Lake Norman community. Serving clients across the country, in person and virtually.
Investment advisory services offered through Inspire Advisors, LLC, a Registered Investment Advisor registered with the SEC. Inspire Advisors Lake Norman is a DBA of Inspire Advisors, LLC.
Registration as an investment advisor does not constitute an endorsement by securities regulators, nor does it indicate a particular level of skill or ability. Investing involves risk, including the potential loss of principal. The firm only transacts business in states where it is properly registered or exempt.
Inspire Advisors, LLC does not provide tax or legal advice. Please consult with a qualified tax or legal professional regarding your individual circumstances.
© 2026 Inspire Advisors Lake Norman. All rights reserved.