Our Team

Cathy Ferguson

Investment Advisor

E-mail: 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.

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.

Kenan Kurtz

Account Manager

Education: University of North Carolina at Chapel Hill, BA

Licenses: Series 7, 63, 65, and 66

Kenan is an advisor & account manager at Concorde Financial Resources and has been with the company since 2021. His time is largely spent in the Wilkesboro office where he helps manage client accounts. Outside of work Kenan resides in his hometown of West Jefferson, NC, where he can be found exploring the mountains, or on the New River with his dog. He also has a passion for cooking which he developed thanks to his years in the restaurant industry.

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Our Team

Cathy Ferguson

Investment Advisor

Nikki Carpenter

Account Manager

Kenan Kurtz

Account Manager

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