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Our Team

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Wade E. Sanders

Investment Advisor

wade@concordeplanning.com

Education: Wake Forest University, BS

Licenses: CFP, Series 7, 63, 65, NC Life and Health Insurance; Variable Annuities

Wade is the Vice-President of Concorde Financial, starting the business with Jim Faw in 2001 after four years of experience with Interstate Johnson Lane, a regional brokerage firm.  His first career spanned 20 years at Lowe’s Companies Corporate Offices, where he learned about people and business.  Wade lives in the mountains above Wilkesboro and enjoys fitness, travel, renovating houses, mowing, church activities, and time at home with his wife and two dogs!

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James C. Faw

Tax Advisor

jim@concordeplanning.com

Education: Gardner-Webb College, BS

Licenses: CFP, CPA, Series 7, 63, 24

A co-owner of Concorde Financial, Jim’s tax expertise is an important part of the Concorde story. Jim started his own CPA firm for the second time in 2016​ following thirteen years as an associate with Benson, Blevins, and Associates in Wilkesboro, NC. He has served on many Wilkes County civic boards including the Wilkes Airport Board​, Wilkes Regional Medical Center, W​ilkes​ YMCA, treasurer of Wilkesboro Baptist ​Church, and Wilkes Smart Start, and is a founding Director of Great State Bank, Wilkesboro, NC. Jim and his wife live in Wilkesboro. In his spare time he ​enjoys biking, running and flying – a hobby for over forty ​years.

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Cathy Ferguson

Investment Advisor

cathy@concordeplanning.com

Education: Washington Business School

Licenses: Series 7, 24, 63, 66, NC Life and Health Insurance, Medicare Supplement Insurance, Variable Annuities

Cathy is President of  Concorde Financial Resources.  She has been with the company since inception. Prior experience ranged from restaurant operation to supervising accounting departments for a worldwide construction company.  She splits her time between the York and Wilkesboro offices managing client portfolios.  Her skills and attention to detail are appreciated by her clients as well as co-workers.  Residing in Statesville, NC, she enjoys travel and time with her family.

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Nikki Carpenter

Account Manager

Education: Limestone College, BS

Nikki Carpenter has been an account manager with Concorde Financial Resources since October of 2018.  She is the first person you hear or see at our York, SC location.  Her demeanor and dedication ensures each client feels welcome and well served.  She resides in York with her children Kingston and Alasia.  In her spare time, she enjoys playing sports, music, and time with her family.

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  • 30 N. Congress St York, SC 29745
  • 280 Boone Trail N. Wilkesboro, NC 28659
  • Phone: 1-866-266-2670
  • Email: info@concordeplanning.com

The opinions expressed herein are those of Concorde Financial Resources and do not necessarily reflect those of the Westminster Financial Securities and are subject to change without notice. Nothing in this communication should be construed to contain a solicitation to buy or an offer to sell any security.

Securities offered through Westminster Financial Securities, Inc., member FINRA/SIPC
Investment advisory services provided through Concorde Financial Resources.

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