Our Team
Ted DeLisi: business exit planning, tax planning with your CPA, financial and insurance planning. Penelope Paugh: retirement income planning (RICP®), employer retirement plan guidance (CPFA), biblically responsible investing. Matt Conrad: Social Security and retirement income, values-based planning. Christian Campbell: your first conversation and matching you with the right advisor. Cara Houston: client experience and operations, keeping every relationship running smoothly.
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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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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.
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